Grading multi-asset portfolios to match risk appetite - Trevor Greetham

Second of five interviews in a new series with RLAM's head of multi-asset

clock • 2 min read

Multi-asset investing should be about achieving the best return for a client's tolerance rather than letting the "risk tail wag the dog", argues RLAM head of multi-asset Trevor Greetham in this video interview.

Talking to Professional Adviser editor Julian Marr in the above video, Greetham (pictured) dicusses how to go about configuring portfolios so they match different risk appetites. One of the benefits of multi-asset, he argues, is the ability to create a range of portfolios to suit different risk appetites through "quite marginal changes" in the proportions of "the riskier growth-seeking assets and store-of-value assets".  Greetham continues: "This means you can design a range that goes from relatively low risk to quite high risk appetite funds - but in a graded way that means neighbour...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Multi-asset

Multi-asset teams sentiment indicator: Japanese equities most favoured in Q4

Multi-asset teams sentiment indicator: Japanese equities most favoured in Q4

Scopic Research monitors the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets on a quarterly basis. The sentiments are based on a 12-month view. Investment Week has joined with Scopic to share the results on...

Paul Ilott
clock 07 December 2023 • 5 min read
Partner Insight: How interest rate moves drive bond returns

Partner Insight: How interest rate moves drive bond returns

Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever

Partner Insight: Staying the course - combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Partner Insight: Staying the course - combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Tara Jameson, Co-Manager of the Schroder Global Multi-Asset Portfolios
clock 03 November 2023 • 8 min read
Trustpilot