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

Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Robeco bolsters multi-asset offering with launch of Flexible Allocation strategy

Fourth multi-asset strategy

Linus Uhlig
clock 25 September 2024 • 1 min read
Risk assets move back into fashion with multi-asset teams in Q3

Risk assets move back into fashion with multi-asset teams in Q3

Japanese equities continue to be most strongly favoured asset class

Paul Ilott
clock 10 September 2024 • 7 min read
Multi-asset teams' sentiment indicator: Interest picking up in small and mid-caps

Multi-asset teams' sentiment indicator: Interest picking up in small and mid-caps

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 04 June 2024 • 8 min read
Trustpilot