Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has decreased the UK weightings across five risk profiles in favour of a more global approach, as Brexit and record low gilt yields render the UK less attractive for investors.
The firm has made adjustments to both the fixed income and equity allocations of five of its ten risk-rated Dynamic Planner portfolios as part of its annual rebalance, in an effort to provide investors...
DB and a lack of alignment
Encouraging better use of tech
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