This is approached as a three stage
process which involves clients first filling in a
short questionnaire to determine their attitude to
risk, secondly the feeding of this information into
a modelling process to determine the appropriate asset
allocation, and thirdly selecting appropriate funds
for the portfolio to match their attitude to risk
and their goals. Transact is used as the wrap provider
which, backed up by the funds analysis group, Morningstar,
enables close monitoring of the portfolio in line
with the risk profile and goals of the investor.
