Adviser > Investment for Advisers > Our Investment Process > Our Investment Process
Our Investment Process
Our range of investment options spans from the relatively simple 'off-the-shelf' choice of portfolios to a fully customised solution.
We've introduced a simple yet comprehensive four stage process that is based on your own process of risk assessment, an asset allocation, fund choice, and the reviewing and monitoring of clients' portfolios.
The four steps
- Risk Profile
Risk assessment is critical to choosing the correct investment strategy. - Asset Allocation
Deciding a suitable asset allocation. - Fund selection
Selecting the appropriate funds to meet the client's objectives and deciding whether to add rebalancing or lifestyling. - Governance
The framework established to ensure decisions are taken in the best interests of our investors.
For professional advisers only
