Categories: Investment| Better Business
Topics: Sanlam UK| Discretionary Portfolio Management| risk assessment
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."
| Share | |
| Comment | Sanlam rolls out passive model portfolio range |
More investment news
Email alerts
Recommended reading
Categories
Topics
Comments
Related articles
Most Read
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
Poll
|
|
Job search
Ifaonlinejobs will open the right investment career path for you. Search hundreds of vacancies on www.ifaonlinejobs.co.uk now
In Focus
Rob Burdett, co-head of Thames River Multi-Capital, highlights some of the challenges facing...
Viewpoints
The darkest days of the recession following the financial crisis in late 2008 may be behind...
There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment