Benefit from Defaqto Risk Rated Funds
Using Defaqto Risk Rated Funds within our research software – Engage – allows advisers to extract their clients’ mandates in a compliant manner, and to find suitable investment portfolios to match these:
- Saving you time as we’ve done all of the in-depth fund research and risk mapping on your behalf
- Supporting your delivery of regulated advice with a robust methodology that you can trust
- De-risking advice by enabling consistent mapping of client segments to certain (and suitable) portfolios – and, importantly, generating an audit trail documenting the advice given
Risk Rated Funds uniquely map fund family members to Defaqto’s 10 risk levels. A Risk Rating of 1 indicates that a proposition represents the lowest risk; a Risk Rating of 10 indicates the highest level of risk. Currently, no funds are mapped to level 1.
These bands have been created in partnership with Moody’s Analytics, and we have a robust process that reviews funds and the levels that they map to on a quarterly basis.
Learn about the risk profiling and fund selection module within Defaqto Engage