![]() As such, they mostly ignore the effect of sequencing risk when clients move to decumulation. "The majority of investment workflows were originally designed to cater for the accumulation phase. It is flexible, but also provides workflows that streamline the adviser decision-making process. Defaqto Engage works intuitively with the adviser. But sequence risk always plays a role and advisers need tools that work seamlessly within their advice processes. This year, in particular, has been challenging. This workflow provides a step-change in the right direction for advisers with clients in the decumulation phase. “Our income drawdown workflow has been a long time in the making. ![]() Pan Andreas, Head of Insight and Consulting (Funds and DFM) comments:
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |