Are you regularly reviewing client risk profiles?

There has been a surge in interest and launches of risk-profiled funds lately, and not without good reason. Markets have been experiencing heightened volatility since the 2008 crisis, and many investors have seen the value of their investments swing seemingly uncontrollably. This has driven a shift in investors’ primary concern from expected return to expected risk: they are becoming much more aware of the bumpiness of their investment journey as well as the size of the pot they can expect to receive at the end. More and more investors and their advisers are taking advantage of risk-prof...