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Introducing Distribution Technology...

Our award-winning Governed Portfolios have now been risk-graded by Distribution Technology.

Used by thousands of advisers in the UK, Distribution Technology’s Dynamic Planner is one of the most popular and robust risk profiling tools in the market. Taking both a client’s attitude to risk and capacity for loss into consideration, the tool can help advisers fully understand and communicate the risks of an investment solution to clients. 

As a low cost, risk graded investment solution, Governed Portfolios tick all the right boxes if you’re looking to outsource your investment process. By mapping the portfolios to the Dynamic Planner ratings, we’re strengthening the reach of our proposition to a wider audience to make it easier for those advisers who currently use Dynamic Planner to access and enjoy our Governed Portfolios.

Distribution Technology’s analysis is robust and regularly reviewed to make sure that it remains appropriate. The new ratings also serve as an independent risk classification for our portfolios.

So how does the mapping work then?

Distribution Technology use a number of quantitative techniques including volatility, performance, strategic and tactical asset allocations when risk profiling investments. The results are then benchmarked against their spectrum of ten risk profiles which can help you understand the level of risk involved in each portfolio.

Here’s how the risk profiles look…

Governed Portfolio Dynamic Planner Risk Profile

1

5

2

4

3

3

4

6

5

5

6

4

7

7

8

6

9

5

 

Want further information?

See Distribution Technology’s leaflet for further details on the ratings and the methods used in the ratings processed. Alternatively, speak to your usual Scottish Life contact.

Published 21 May 2012

CAT 5W1105


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