Our client is an adviser that’s part of a large product provider. The team needed integrated suitability tools that covered the investor to the investment. The asset management team also needed to check whether any changes to the model portfolios kept the right risk level for investors.
We worked with this Discretionary Fund Manager as it was creating a portfolio of funds. The team had to be able to describe the level of risk to the advisers using it.
One of our clients wanted to run a risk-targeted managed portfolio. It needed a methodology that could be described and justified as to how risk is managed. A fund for each risk profile was required, and a sensible asset allocation provided so the funds could be chosen accordingly.