Inside The Great Guide to Risk-Rated Multi-Asset Funds:
- Extensive data, charts and insight on 67 risk-rated/risk-targeted multi-asset fund propositions.
- Analysis key metrics including cost, asset allocation, volatility and performance over various time periods.
- FinalytiQ Multi-Asset Suitability Ratings for 67 multi-asset propositions.
- Summary factsheets and 'Efficient Frontier' charts for the most popular fund ranges.
It's the most comprehensive research you've ever read on risk-rated multi-asset funds!
Aimed at financial advisers and asset managers, the research benchmarks 67 fund families/ ranges consisting of 308 individual funds from 46 asset managers with a total of £84 billion clients’ assets.
Specifically designed to support advisers' investment process, the guide addresses key issues that are central suitability, client outcomes and the intergrity of risk profilling/portfolio matching, with serious implications for advisers and asset manager.
If you are unsure which rate applies to you or you prefer us to invoice you directly, please email: abraham@finalytiq.co.uk.
© 2015 | FinalytQ Limited
Content intended for financial advisers and professionals only.