Liontrust appoints Hymans Robertson and Defaqto for multi-asset range

£5.8bn AUMA

Elliot Gulliver-Needham
clock • 1 min read

Liontrust has appointed a new strategic asset allocation (SAA) provider and risk profiler for the firm’s multi-asset range.

The team, which is led by John Husselbee and James Klempster, has chosen Hymans Robertson as provider of SAA and Defaqto as provider of risk profile oversight services, following a review of the leading providers last year. Liontrust said that Hymans Robertson was aiming to develop models for broad ranges of asset classes, such as through the creation of a bespoke model for an Alternative Investments asset class to replace the current use of UK Property in the SAA. GAM and Liontrust among four top ten dropouts in FE Crown Ratings rebalance The fund manager will now also use Def...

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

Join now

 

Already an Investment Week
member?

Login

More on Managed funds

Trustpilot