The Adviser Issue 3 | Page 47

INVESTMENTS
THE ADVICE PROCESS IS NO LONGER A PUSH MARKETPLACE ; INSTEAD , FINANCIAL ADVISERS DRIVE THE DESIGN OF ASSET MANAGEMENT SOLUTIONS AND NOT THE OTHER WAY AROUND . and models . Fund managers can choose to adhere to the SAA exactly , apply tactical tilts away from the SAA or follow their asset allocation but use the SIS SAA as a reference benchmark for performance . In addition , fund managers can test and ratify their investment decisions against the SIS SAA methodology and engine . By incorporating a risk-controlled investment approach within your PROD and CIP , you ensure that your advice aligns with your risk-profiling tool and remains suitable to deliver better client outcomes .
What benefits do Risk Controlled solutions offer ? Risk Controlled solutions are designed to bring market-leading investment solutions into the supply chain of your advice process . They offer :
Enhanced oversight Whichever approach the fund manager uses , our Independent Investment Committee analyses all Risk Controlled solutions , in the same way , monitoring each solution to ensure the closest possible adherence to the expected customer outcomes for growth and retirement income objectives .
Exceptional research and transparency We will provide consistent reporting every quarter regarding the approach used by each Fund Manager and an analysis of the performance of the Risk Controlled solutions . You can access each Risk Controlled solution ’ s due diligence document , fund review , risk rating and fund fact sheet documentation via our Member and Client website .
Seamless integration All Risk Controlled solutions are easily accessible to SimplyBiz Members and Clients within Centra , our market-leading endto-end financial planning tool powered by Defaqto , offering seamless integration with your risk-profiling tool and ensuring your advice delivers consistently better client outcomes . We have streamlined and enhanced our investment services to provide you with all the information and tools you need to power your investment advice process . In conjunction with industry experts Defaqto and Hymans Robertson , we bring you the best of breed investment planning tools and research to support you at each step of your advice process . From support in the design of profitable and compliant CIPs to accessing market-leading investment intelligence and supporting documentation , guides and templates , our complete investment services have everything you need to run a robust and efficient investment advice process .
Whether you ’ re starting from scratch or would like to develop your CIP further , our team of Business Consultants are on hand to support you . Contact us today on 01484 443419 or 07919 693 846 , or email us at bc @ simplybiz . co . uk for more information .
If you would like to learn more about the range of Risk Controlled solutions or any investment services we offer , contact our Investment Services Support team on 0808 124 0000 or via email : investmentservices @ simplybiz . co . uk .
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