Chris Jones: The importance of risk-based benchmarks

clock • 4 min read

In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...

When choosing a new investment for a new client you could simply be reviewing the market to find the most compatible multi-asset solution. An enjoyable task and a great case study but a rarer occurrence these days. Typically, you will be reviewing an existing client with an existing solution that you recommended yourself. So what would we expect to be reviewed?  1 Has the solution delivered the real return needed to meet the client's plan? 2 Has it taken the agreed level of risk? 3 Was it a good choice? How has it performed? Of course, planning tools should use consistent, real ...

To continue reading this article...

Join Professional Adviser

  • 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

Sustainable Investment Festival 2023: Speaker line-up revealed!

Sustainable Investment Festival 2023: Speaker line-up revealed!

Specialist PA event to help advisers with sustainable investing

Professional Adviser
clock 24 March 2023 • 1 min read
Allfunds launches dedicated alternatives division

Allfunds launches dedicated alternatives division

Strong demand from wealth management clients

Charlotte Moore
clock 21 March 2023 • 1 min read
A fax machine

Fax machines remain 'backbone' of UK asset management operations

Antiquated technology remains steadfast in investment offices

Elliot Gulliver-Needham
clock 21 March 2023 • 1 min read