It is now easier than ever to recommend our Governed Portfolio range to your clients

27 October 2016
Our 9 Governed Portfolios and 5 Governed Retirement Income Portfolios are now mapped to FinaMetrica risk tolerance scores.

By mapping each of the portfolios to the FinaMetrica risk profiling system, advisers who are licensed to use the system will easily be able to recommend the most appropriate portfolio for their client. 

FinaMetrica's asset allocation mapping links risk tolerance scores to the portfolios enabling a like for like comparison between risk tolerance and portfolio risk.

Advisers are able to select a portfolio that is consistent with their client's risk tolerance, which can then be tested against the client's financial goals and risk capacity so as to arrive at a suitable recommendation.

The Governed Portfolios and Governed Retirement Income Portfolios are now mapped to all the main risk mapping tools: 

  • FinaMetrica
  • Distribution Technology
  • Synaptics Risk
  • Defaqto Risk
  • eValue
Last updated: 27 Oct 2016

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London EC3V 0RL.