30 January 2020
•
Many financial analyses focus solely on where the pounds are invested, not from where the risk emanates, writes Julia Rees. But by deploying this lesser-used risk lens, advisers can make more informed decisions across strategic asset allocation, tactical asset allocation, and client risk
How many portfolio allocation pie charts have you seen in your career? How about risk allocation pie charts? Far fewer! Take the UK growth portfolio on the upper left of the diagram below. Implemented...
Upgrade
PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income.
PA offers:
- REAL-TIME NEWS & ANALYSIS: find out what’s happening in the profession right now and why
- MULTI-ASSET: discover the latest trends in multi-asset
- FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies
- TECHNOLOGY: learn about the latest solutions, with case studies and the views of experts such as Adam Higgs
