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“At Apollo we have taken great care to establish a range of true Multi Asset funds and DFM portfolios that adhere to clear performance and risk parameters. In addition we were quick to note the importance of risk grading to many advisers as they sought to establish a robust investment process and we have found Distribution Technology to be an extremely popular choice within the adviser community. We feel it is vital to provide clear information on how our portfolios are constructed and what they are aiming to achieve, so advisers may make an informed decision as regards suitability for their clients.
The efficient risk profiling of funds/portfolios complements the modern approach undertaken by Apollo and as such, we are delighted to be able to offer a wide range of Multi Asset Funds and DFM model portfolios, all clearly and efficiently risk graded by Distribution Technology.
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Ian Liddle, Apollo Asset Management |
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“A ‘Cautious’ risk profile category does not necessarily relate to a ‘Cautious’ fund, and we wanted to make sure our customers are clear about the investments they make. Using the fund risk profiling service from Distribution Technology allows us to categorise these popular funds with risk profiles that are familiar to tens of thousands of advisers around the UK.”
Stephen Andrews, Head of Strategic Partnerships, Aberdeen Asset Management |
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“Advisers are increasingly using risk profiling when engaging with their clients and portfolio planning tools to assist them in building portfolios of risk rated funds. Investec Asset Management acknowledges this trend and are delighted to be working with Distribution Technology to risk rate our existing funds. Investec Asset Management will continue to manage our funds to their investment objectives, with the DT risk ratings being an outcome rather than a stated aim.”
David Aird, Investec |
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“From a broad choice of risk-based, multi-asset MyFolio funds through to Standard Life Wealth's discretionary services, advisers can find the investment style that best suits their clients at the risk level the client requires. It is therefore natural that we should ask Distribution Technology - a leading provider of client risk assessment support to the Advisory market - to map our solutions to their methodology.”
David Tiller, Head of Strategy & Proposition UK Investment Solutions, Standard Life Wealth |
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“We are delighted to be working with Distribution Technology to help intermediaries in the UK match suitable fund propositions with differing client risk appetites. Dynamic Planner helps intermediaries with this task through its independent, robust and consistent methodology. The MyFolio range of funds from Standard Life Investments aims to offer clients a choice of investment styles and objectives, which in conjunction with Distribution Technology ratings fits well into adviser processes and forms an effective solution for clients across the UK. ”
Iain McLeod, Investment Director, Standard Life Investments |
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“We are pleased to be working with DT to assist in the distribution of our Funds because matching Fund propositions to client attitude to risks has always been a significant part of ensuring correct advice to investors. With changes imposed by RDR , we believe, IFAs will have increased requirements to evidence due diligence. Being able to utilise robust software which allows IFAs to map and score Funds to client attitude to risks is a benefit to both IFAs and their end clients. We believe Distribution Technology's Dynamic Planner offers such a solution. ”
Aviva Investors UK Funds Limited |
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“We conducted extensive research with key adviser firms which concluded a preference for outsourced investment solutions via a cost-efficient, risk-rated fund structure. We have sought to address this by applying Distribution Technology’s risk-ratings to our multi-manager range, whilst clarifying our pricing position.
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Robert Thorpe, Director, Head of UK Retail |
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“From their launch in 2008, the Canada Life Investments Portfolio Funds, have been aiding advisers. Linked to Dynamic Planner risk profiles 4 to 7, the Funds provide advisers simplicity, significant time savings and critically the peace of mind that regardless of market movements, the funds will remain suitable for their client’s risk profile. ”
Frank Maret, Head of Sales & Marketing, Canada Life Investments. |
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“Distribution Technology's fund risk rating service of ‘core investment solutions’ provides advisers with a robust and consistent methodology to help underpin their advice process.”
John Yule, UK Sales Director, F&C Thames River |
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“With an increasing number of enquiries – particularly from other platforms and key national and network firms - using Distribution Technology’s Dynamic Planner was the obvious next step.”
Rob Williams SIG’s Chief Sales and Marketing Officer |
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“At Seven Investment Management, we pride ourselves on our disciplined and independent approach to managing our clients’ investments. Recent regulatory changes mean that advisers need to ensure they are operating an independent, compliant and robust investment process. This means moving beyond the more traditional labels of ‘cautious’, ‘balanced’ and ‘adventurous’ to a method that allows risk to be more closely matched and at the same time, is well recognised. Mapping our funds with Distribution Technology’s risk profiles means we can offer advisers an independent and well recognised benchmark to guide their selection process.”
Tom Sheridan, CEO of 7IM |
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“Working in partnership with advisers on a daily basis, it is clear to us that risk-controlled investments are becoming ever more popular. Advisers require a heightened level of assurance from their providers and investors are demanding transparency in these processes. As Octopus Portfolio Manager grows its funds under management, we are receiving more enquiries from other platforms, key national and network firms and thus aligning the OPM portfolio’s risk ratings to the categories used in Dynamic Planner makes perfect sense.”
Guy Myles, Managing Director and co-founder of Octopus Investments |
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