Copia Capital Management has launched a range of managed portfolios that use Blackrock's iShares exchange-traded funds [ETFs] and are purpose-built for the decumulation phase of retirement planning.
The portfolios take into account a client's risk tolerance, planned withdrawal rate and time horizon - essentially their life expectancy. The three functions are intended to work together in an effort...
At PortfolioMetrix since April
'Humanises our offerings'
After facing adviser backlash
On 24 & 26 September