With the help of the risk-rated investment process, portfolios within risk limits agreed with the client can be constructed that will ensure an outcome suitable for the particular client’s appetite and expectations.
The risk-rated model portfolio uses a process that risk rates securities, equities, bonds and funds by their risk level. Securities with the same risk level are combined with securities of different risk levels to build the five portfolios to match different levels of client risk.
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The firm can thus construct portfolios and monitor them in four ways that includes security risk, portfolio risk, asset allocation risk and geographical positioning using the profiling service.
The firm also said that the new proposition makes the business ready for the UK regulator’s Retail Distribution Review, which will come into force at the start of next year.
Guy Stephens, Rowan Dartington chief investment officer commented "We believe the future direction of portfolio construction will still focus on asset allocation, but that it should be secondary to security risk."
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