Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology's (DT) Dynamic Planner platform, enabling advisers to assess the long-term investment risk associated with the portfolios against their client's risk profiles.
DT said it had reviewed and profiled the 11 portfolios offered by ALPHA: r² within the risk profiles used on Dynamic Planner and assigned a range of risk scores from three for the Defensive portfolio to eight for the Global Growth portfolio. Walker Crips said the DT risk profiles provide advisers and their clients with a meaningful measure of the risk of fund strategies and a mechanism for selecting solutions appropriate for investor risk appetites and capacity for risk. The measure of risk DT uses for each fund is the estimated volatility as determined using the fund's internal asset...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
