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25th March 2015

Rathbones: Real outcomes and controlled risk exposure from outsourcing to multi-asset funds

Your clients are increasingly looking to target real outcomes and to know their risk exposure over time.  The problem that you face is how you identify and evaluate risk-targeted, outcome oriented products such those on offer from Rathbones.
 
Our belief is that traditional mixed or multi-asset classification in terms of equity weighting and peer group comparison is essentially flawed in this respect; we briefly explain why and what to look for against a backdrop of some research we have done on the understanding of the issue.
 
 

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