Delivering strong Multi-Asset choice
Retirement Account offers a range of multi-asset funds for varying client investment needs. Here you'll find the latest insight, case studies and expert guidance on multi-asset investing.
10 YEAR PERFORMANCE REPORT
The Pension Portfolio Funds have proven to be among the most robust and reliable multi-asset investments in the market. We look at what’s made them so successful and our confidence in their future success.
THE IMPACT OF ASSET ALLOCATION
Infographic showing the performance of the Pension Portfolio Funds over 10 years and the impact of changes to asset allocation throughout this timeframe.
CELEBRATING 10 YEARS OF THE PENSION PORTFOLIO FUNDS
Iain McGowan, Director of Investments, looks at how we have enhanced our own multi-asset funds and the key drivers of success since we made them available to Retirement Account customers 10 years ago.
THE FUTURE OF MULTI-ASSET STRATEGIES
Maria Nazarova-Doyle, Head of Pension Investments, looks at what the future might hold for multi-asset strategies, from shifting investment objectives to regulatory scrutiny and responsible investing.
PENSION PORTFOLIO CASE STUDY
Find out how these funds may be considered suitable for clients with more straightforward retirement planning needs, who would benefit from a multi-asset fund solution that fits with their attitude to risk.
THE RISK REBATE
One reason for diversification through investing in multi-asset funds that doesn’t always get much attention, but has always played an important role in calculating optimal asset allocations is, what we're calling, the ‘Risk Rebate’.
ASSET CLASSES ARTICLE
Expert asset allocation is at the heart of deciding the diversification within a multi-asset portfolio to ensure that the investments remain appropriate for a client’s investment objectives.