Jim Henning: Targeting risk head on

Risk-targeted funds

clock • 6 min read

Jim Henning considers the growing popularity of risk-targeted funds and how well they have so far navigated the current unusual market conditions to deliver consistent risk-adjusted outcomes

It comes as no surprise that we are seeing a growing number of advisory firms outsourcing fund selection to packaged multi-asset solutions to help drive their centralised investment process. The expectations of the regulator have been made clear in that advisory firms must continuously monitor portfolios to make sure risk is aligned to the customer mandates. This is not exactly new from a UK adviser perspective - although, given this backdrop, the cold, hard reality of fund research overheads involved when constructing build-your-own portfolios is increasingly biting. Furthermore, the se...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

London Stock Exchange granted FCA approval to become inaugural PISCES operator

London Stock Exchange granted FCA approval to become inaugural PISCES operator

To launch later this year

Cristian Angeloni
clock 27 August 2025 • 1 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Catch up on the discussion

Professional Adviser
clock 21 August 2025 • 1 min read
PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

PA Awards 2025: Why MyFolio Index came out top as Best Risk Targeted Range of Funds

Aberdeen Investments Senior Investment Director and Head of Managed & Model Solutions Justin Jones shares what sets MyFolio Index apart following its Best Risk Targeted Range of Funds award win at the Professional Adviser Awards 2025.

Professional Adviser
clock 19 August 2025 • 3 min read