Caren Oxford, head of marketing at Iveagh, looks at the options available to risk profile clients.
In the past few years there has been a trend among financial advisers away from in-house investment selection towards using outsourced risk-targeted funds in model portfolios to satisfy clients' asset allocation and investment needs. A recent survey by NMG Consulting showed that advisers are using a range of methods to determine the asset allocation of client portfolios. This includes a self-styled manual approach, in-house developed tools, off the shelf risk profiling tools, product provider and platform portfolio tools and customer fact-finds. Which method is the best option for you...
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