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Online tool reviews risk

Selectapension is developing an online tool that will allow advisers to review and rebalance clients’ investments based on their attitude to risk.

National accounts director Peter Bradshaw says the tool, due to launch in October, can be used by IFAs to and ensure clients are in appropriate asset classes.

He says: “If an IFA has a client with lots of different funds in lots of different policies, it is often the case the asset allocation does not match the client’s attitude to risk. This tool will provide a more scientific way of reviewing client investments to make sure they are invested appropriately. If the client is not invested appropriately, then the tool provides a means to search the market for funds that better match and then rebalance their portfolio.”


Schroders’ AUM rises on £1.6bn inflow

The amount of money managed by Schroders rose in the first quarter of the year after the asset manager witnessed net inflows over the three-month period. Schroders’ total assets under management hit £199.6bn in the period ending March 31, rising from the £187.3bn run at the end of 2011. The rise came on the back […]

Trust in US

Last week, James Abate, who runs the PSigma North American fund, made one of his regular visits to London to update investors with his current thoughts. He was a colleague of the founders of PSigma’s fund management business, Ian Chimes and Bill Mott, at Credit Suisse. Abate runs the fund from his boutique in New […]

UK Equities: looking past short volatility

By Mark Martin, head of UK Equities, Neptune With markets facing numerous challenges this year, Neptune’s Mark Martin, manager of the UK Mid Cap Fund, and assistant manager Holly Cassell explain how they look past short-term volatility to focus on maintaining a strong long-term performance record. Read more here Important Information – for investment professionals only. […]


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