Distribution Technology (DT), the risk-profiling tool provider, has launched a fund risk-targeting service.
The aim of the ‘Risk Target Managed' service is to help advisers distinguish the risk-targeted fund solutions available through its Dynamic Planner profiling tool. The Risk Target Managed badge will be awarded to portfolios that meet a five-point criteria and fall into Dynamic Planner risk profiles 3-8. The criteria include a targeted level of volatility, investment in at least six asset classes for diversification and targeting the appropriate strategic asset allocation for the respective risk profile. At launch, nine asset managers' 49 multi-asset solutions, accounting for over £...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes