The asset management company, Liontrust has entrusted the independent financial information, ratings and fintech business Defaqto to provide Risk Profiling, key stochastic metrics and its attitude to risk questionnaire for its Multi-Asset funds and portfolio ranges.
After a thorough review of leading providers, Liontrust appointed Defaqto as the provider of Risk Profile oversight for its range of investment solutions. The changes will be implemented between January and March 2023.
Defaqto’s investment analysis services are one of the fastest growing areas of its adviser research and selection services. Defaqto’s investment experts conduct risk assessments, quantitative and qualitative portfolio reviews, and analysis of ESG policies across the UK market of retail funds and discretionary MPS portfolios.
Paul Tinkler, Head of Insight and Consulting (Investment and Protection), at Defaqto, said: “We’re delighted to have partnered with Liontrust. Defaqto provides one of the market-leading risk profiling tools among financial advisers and is the tool most used by financial advisers to compare MPS solutions for clients. We are also a leading service provider of information and ratings and have extensive experience and knowledge of working with financial advisers and asset managers.
“Our risk profiling provides independent and robust risk mapping within a process that advisers can trust. One that ultimately supports the delivery of compliant advice to their clients. The partnership with Liontrust is further proof of the strength of our risk solution, integrated within our research software for advisers, Defaqto Engage – used by 30% of the adviser market.”
John Husselbee, Head of the Liontrust Multi-Asset team, adds “We have worked to implement a consistent investment process across the target risk fund and portfolio ranges. Defaqto is a positive development for Liontrust, financial advisers and their clients by enhancing our investment and service proposition, including bringing consistency across the Multi-Asset funds and portfolios.”
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