Happy fund families: Simple solutions just got complicated

The economic environment over the past few years has proved difficult for many. It has required a significant amount of patience and skill to seek out areas that can offer strong positive returns in an ever-rotating economic environment. And taking into account the breadth of complex investment inst...

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Bibliographic Details
Published inProfessional Adviser p. 20
Main Author Mills, Geoff
Format Trade Publication Article
LanguageEnglish
Published London Incisive Media Limited 06.11.2014
Subjects
Asset allocation
Flexibility
Investment advisors
Investment policy
Investment products
Volatility
United Kingdom > UK
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Summary:The economic environment over the past few years has proved difficult for many. It has required a significant amount of patience and skill to seek out areas that can offer strong positive returns in an ever-rotating economic environment. And taking into account the breadth of complex investment instruments used, the apparently simple solutions have become all the more complex. Multi-asset funds offer investors diversification across different asset classes and at a simple level can just be one which contains equities, fixed income and cash. Risk targeted funds are aligned to a particular risk target or range of risk targets. They are often referred to as volatility targeted as this is the measure of risk most commonly used. Risk mapped/profiled funds are assessed at particular points in time, and then mapped across to a specific risk profiling tool and its volatility parameters.
ISSN:1743-3339