Natixis Portfolio Clarity: UK Portfolio Barometer

What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015?

The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were grouped into three risk-rated categories: 'Conservative', 'Moderate' and 'Agressive', based on the definitions given by the firms themselves.

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