Customers rely on their advisers’ access to expertise in this area which is also a key compliance requirement.

Asset allocation provides the answer, but can mean different things, depending on whether you are a customer, an adviser, a fund manager or a research specialist. 

This webinar explores the role of research, how to manage risk, the role of asset allocation, and investment strategies underpinned by the Moody’s risk model.

Panellists include experts from:

  • Royal London AM 
  • AJ Bell 
  • Wellian Investment Solutions 
  • Synaptic Software

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