Asset allocation using Portfolio Architect
Portfolio Architect is a portfolio modelling tool that looks to calculate optimum asset allocation strategies which maximise return for the lowest level of risk. The key features of Portfolio Architect include
- It can help identify your clients' risk profiles using the psychometric testing (a risk profiling questionnaire)
- You can select from 10 different risk profiles
- You can create appropriate asset allocation strategies to match your clients' risk tolerances
- The asset allocation can be used as a guide to select appropriate funds
- It positions the likely return outcomes and the likelihood of achieving them
- You can produce clear reports which show your clients' investment strategies and likely return outcomes
- Reports can be personalised
- Find out more about Portfolio Architect
Portfolio Architect
Product selection
The links below summarise which funds are available for each of our products
- Scottish Widows Pension Funds are available through Scottish Widows pension products. For more information, have a look at the Scottish Widows Pension Funds Investor’s Guide
- Scottish Widows Investment Solutions (SWIS) Funds are available through Scottish Widows life products, as OEIC and ISA funds, and through the fund supermarket platform of Retirement Account
Our product range
Technical articles
For additional information on portfolio planning read our technical articles
