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Multi-asset risk bound fund families: how to rate and select them
In recent years with the market volatility we have seen there has been a shift in investors’ primary focus from return to risk. This document will take a closer look at the multi-asset funds universe and in particular risk bound funds.
Pension service review 2018
‘Pension freedom servicing’ is most important to advisers, followed by ‘product and proposition’ according to our annual pension service survey. Personal pension, drawdown and SIPP are the three most recommended types of pension solutions, so focus on drawdown should be a priority for providers in terms of communication and service and allocate appropriate resource to these areas.
Personal protection for small businesses
Our new guide considers personal protection for small businesses, which is still an important growth opportunity for advisers and looks in detail at executive income protection and relevant life.
Investment bonds service review 2017
Results of our annual service review for investment bond providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. The results were then plotted, identifying gaps in satisfaction experience.
Multi-asset risk bound fund families
In this publication we will review risk bound funds. They can be either risk targeted, where they operate within strict volatility bands or target a specific level of volatility; or they can be risk focused, where they don’t explicitly target risk but are constrained by it in some way, for example through the Investment Association sector they sit within.