Brooks Macdonald adds two risk profiles for responsible investment service

“Full suite”

Kathleen Gallagher
clock • 1 min read
Ben Palmer, head of responsible investment at Brooks Macdonald

Ben Palmer, head of responsible investment at Brooks Macdonald

Brooks Macdonald has added two risk profiles – high and low – to its Responsible Investment Service (RIS) which gives it a “full suite”.

The RIS, which is three years old, currently contains three risk profiles: Low Medium Advance; Medium Advance and Medium High Advance. These have returned 37.5%, 47.5% and 56.7%, respectively since their inception in January 2019. According to the factsheets the low medium risk portfolio has about 6% in cash, 10.8% in hedge funds and alternatives and 37.7% in fixed income with the remainder in equities. The medium high profile has 2.3% in cash, 2.9% in hedge funds and alternatives with 8.6% in fixed income and the rest in equities. Brooks Macdonald funds under management grows 3.1% ...

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