Help with finding the right balance via constant proportion portfolio insurance

with-profits

CPPI products can add balance to an existing portfolio and are flexible enough to switch between cash assets and equities to take advantage of rising markets or protect against downside in more turbulent times

Consumers are demanding specially tailored products with an element of protection and are unlikely to settle for anything less. The financial services industry is reacting to consumer demand by offering new and innovative products that match client needs. Advisers, too, are realising it is no longer good enough to offer clients the type of products or funds they were offered 20 or even 10 years ago. Younger clients have learned from recent history and want solutions designed to meet their needs against the background of today's environment. With investor confidence still low, we have see...