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Do you have time to select Investment Products?

The CWC Research managing director, Clive Waller expressed his concerns regarding time-poor advisers making these important decisions at the PortfolioMetrix’s ‘The Mix Forum’ event:

The key points are:

  • a decreasing number of advisers made their own fund selection decisions
  • Generally, advisers don’t have the time to do all they need to do and run the money
  • almost 48% of advisers relied solely on a risk tool
  • “The regulator doesn’t want you just using the risk tool, as some of them don’t work well enough.”

Please contact us to set up an evaluation of AssetQ – a unique fund risk profiling tool (that the FCA has seen) using qualitative and quantitative data, assessed entirely in line with your house (not a third party’s) view regarding risk.