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
