Distribution Technology (DT), the risk-profiling tool provider, has launched a fund risk-targeting service.
The aim of the ‘Risk Target Managed' service is to help advisers distinguish the risk-targeted fund solutions available through its Dynamic Planner profiling tool. The Risk Target Managed badge will be awarded to portfolios that meet a five-point criteria and fall into Dynamic Planner risk profiles 3-8. The criteria include a targeted level of volatility, investment in at least six asset classes for diversification and targeting the appropriate strategic asset allocation for the respective risk profile. At launch, nine asset managers' 49 multi-asset solutions, accounting for over £...
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