The Blended Approach
Client perception of risk is one of the major considerations any Professional Adviser has to deal with when investing money.
Basic questions we have to ask is
- What is the client’s investment GOAL?
and
- What is the longevity of the investment needs?
However in order to define a complementary portfolio to client needs, we must first determine their attitude to risk.
ABS has introduced a simple computer model known as the RISK PROFILER to streamline the risk defining process while addressing the multi-layered issues of investment goals, risks and time horizons.
The application is simple, eight questions with six potential outputs ranging from ‘safe’ to ‘very aggressive’.
Following the investment risk analysis a percentage the clients’ money is then allocated to each of the Sub Funds within the Sentinel Fund, offering a blended approach.
The key benefits of blending these sub funds are knowing your client’s portfolio is:
- Being managed by experts
- Monitored regularly to ensure it’s doing what it says it’s going to do within the risk parameter
- and offers unrivalled access to the best Managers and Investment Houses in the industry
