We are pleased that DT has analysed and risk profiled our model portfolio service. We believe this will significantly help advisers in the process of recommending investments to clients by providing clear, graded indicators of each portfolio’s potential risk.

The application of DT’s consistent and detailed process allows advisers to demonstrate the due diligence necessary to make investment selections. Using DT’s independent risk ratings, advisers can closely map each investor’s risk profile to a investment from within the ten available risk bands, helping clients end up with the most appropriate active or passive portfolio for their specific investment objectives.

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