Sanlam rolls out passive model portfolio range

Author: Will Roberts
IFAonline | 15 Nov 2011 | 07:01

Categories: Investment| Better Business

Topics: Sanlam UK| Discretionary Portfolio Management| risk assessment

fundsperformance2

Sanlam UK subsidiary Sanlam Investments & Pensions has launched a range of risk-rated passive model portfolios.

Launched via its specialist wrap offering, Portal, the portfolios are part of Sanlam's Accel risk profiling investment process.

Managed by Sanlam Fund Solutions, each passive model aims to recreate one of Accel's seven colour-coded risk category benchmarks.

The Accel tool looks at three elements of a client's risk profile: risk tolerance, risk capacity and end goals.

"We see growing interest in index investing from advisers, so it makes sense to offer devotees of the style an Accel-ready solution," said Sanlam UK head of investment solutions Rick Eling.

"Whether active or passive, our message is the same: portfolios should complement an adviser's skilled goal-planning and risk allocation work as part of an end-to-end advice process."

More investment news

Recommended reading

Categories

Topics

Comments

There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment

Related articles

Most Read

Audio / Visual

Coffee Lounge

View all the winners here

PPR Structured Product Awards 2011

View all the winners here

This year we have 14 awards designed to mark out the very best products in a highly competitive and innovative market. This includes three new awards for 2011 to reflect the developments in this rapidly growing market: Best Dual/Multi-Index Product, Best Structured (Oeic) Fund and Best Structured Product Provider.

Events

event logo

International Fund & Product Awards 2012

14 Jun 2012 - 14 Jun 2012

London, UK

event logo

British Mortgage Awards 2012

03 Jul 2012 - 03 Jul 2012

London, UK

event logo

Cover Webinars

04 Jul 2012 - 04 Jul 2012

London, UK

Poll

Are you more likely to use a Structured Product for:

In Focus

Viewpoints