How to consider volatility parameters in multi-asset funds

Key questions for advisers

clock • 5 min read

In the second of a new series on embedded biases in multi-asset funds, Paul Ilott, managing director at Scopic Research, takes a closer look at why it is important for advisers to consider different volatility parameters.

If you are an adviser or paraplanner who recommends multi-asset funds as part of your investment proposition to clients - whether this is in the form of an outsourced or in-house centralised investment service, or whether you simply recommend multi-asset funds generally - then you need to know about embedded biases in multi-asset funds.  This is because they have a bearing on suitability, understanding the likely investment journey, and monitoring performance. Intended outcomes are one form of embedded bias, and when considering investment outcomes, volatility parameters can sometimes...

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

AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read
Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Scopic Multi-Asset Performance Review: Hawksmoor Vanbrugh fund

Performance review of multi-asset funds

Paul Ilott, Scopic Research
clock 18 October 2024 • 4 min read
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
Trustpilot