FEE-based IFA support services provider, threesixty, has launched a new asset allocation tool for its clients.
Created in conjunction with consulting actuary firm, AKG, it has been developed in response to advisers' concerns surrounding asset allocation tools supplied via product providers' websites, and the influence that providers have on them. David Ingram, threesixty partner, said: "Asset allocation is an important part of portfolio design and, according to some research, can account for over 90pc of the total return of a portfolio. Matching a client's 'attitude to risk' (ATR) to an investment portfolio is an area where asset allocation is the priority." AKG's Nigel Balchin added: "We have ...
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