Multi-asset funds have grown in popularity over the past decade as more investors seek the benefits that diversification can bring.
However, getting the right mix of assets is not always easy: it is not enough to be merely diversified - the asset mix must reflect the goals and investment needs of the client.
As a result, more advisers and wealth managers are focusing on risk and suitability when it comes to recommending and creating appropriate multi-asset portfolios for their clients.
Commentators in this report suggest advisers must have a structured process in place so they can best assess their clients' time horizon, attitude to short-term losses and degree of investment sophistication.
With so many facets to multi-asset fund investing, it is clear that picking a diversified fund for your clients is far more complicated than it might seem.
Moreover, it is important to have a realistic target for the level of returns that the client should aim to achieve, and to have a clear picture of how much risk the client is both willing and able to take.
This guide will provide an overview of how risk and suitability must come to bear on multi-asset fund selection.
The report qualifies for 30 minutes' worth of structured CPD.