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Risk and asset allocation

This session will include the FSA/FCA requirements on risk - risk capacity, risk attitude and risks a client may need to take, diversification and correlation using closed-ended funds and options for investors in different times of life, such as the accumulation of wealth prior to retirement.

The regulator requires you to demonstrate an ability to apply the investment advice process. This session covers asset allocation:

• Alignment with client risk profile and requirements
• Diversification and correlation benefits
• Accumulation and decumulation
Recorded May 2 2013 60 mins
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Presented by
Jacqueline Lockie, Head of Training, AIC
Presentation preview: Risk and asset allocation

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  • Title: Risk and asset allocation
  • Live at: May 2 2013 1:00 pm
  • Presented by: Jacqueline Lockie, Head of Training, AIC
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