Defaqto CPD - Should risk mapped funds surprise clients by Canada Life AM

Presented by

Andrew Morris Product Specialist Canada Life Asset Management

About this talk

Surprises come in many shapes and sizes, some good and some bad, but should risk mapped funds surprise clients? With greater volatility in the market and with FCA guidance on what considerations should be taken when investing a client based on their risk profiles, we look at how multi asset risk mapped funds have performed, what to look for when researching and how to fit this in within your investment process. Learning objectives: Understand investing for growth, how does it match the risk profile Consider the key differences when investing in the fund manager vs investing in the process Outline the FCAs guidance to assessing suitability

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