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How to design and build the right portfolio for your needs

Delegating investment portfolios

Investments
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July 13, 2020

This video aims to showcase how delegation doesn’t mean a one-size-fits-all solution.
Delegating investment portfolios

How to design and build the right portfolio for your needs

If you’re looking after a pension plan, we can help you design and build a portfolio to safeguard the financial future for your members, so you can free up time to focus on the most important decisions.

Your investment goal is influenced by many factors such as your current funding level and supporting sponsor, so how do we meet the needs of different plans?

Watch the video to see how we have developed a number of complementary building blocks that we can use to construct a portfolio that is designed to your specifications.

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