An intuitive, online tool to assist financial advisors in determining their clients’ appetite for investment risk has been launched by Hansard and Fidelity International.
The tool also provides investment solutions that match a client’s personal requirements via a number of expertly managed model portfolios.
At the heart of the so-called ‘solution’ is a simple ‘Attitude To Risk Questionnaire’, designed by the investment experts at Fidelity International.
The online questionnaire is designed to give a broad, guided indication of a client’s general tolerance to investment risk by inviting them to answer 10 short questions.
This process instantly generates a score which gives a measurement of the client’s attitude to risk.
Based on this score, the tool then creates a risk-based match with one of the Hansard International Fidelity Model Portfolios.
Gareth Maguire, head of propositions and marketing at Hansard International, said: ‘Our goal was to develop a solution that cuts through the complexity of the many other tools on offer, whilst providing a menu of funds managed by one of the world’s biggest and best asset management groups.
‘I am extremely confident that the advisor community will agree we have achieved this.’
The funds benefit from the considerable expertise of the Fidelity Multi Asset Team – Fidelity’s in-house specialists who manage over $49billion on behalf of clients all over the world.
Advisors have the confidence of knowing that the asset allocation decisions made by the Multi-Asset Team are implemented within clearly defined limits, ensuring consistency with the funds’ stated risk profile.
You can find out more at www.hansard.com/fidelity




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