Risk profiling – combining multiple factors as part of goals-based financial planning
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Stanlib Collective Investments

  Stanlib Collective Investments   Q2 of 2023 | 3 years ago

In this article we briefly highlight some of the flaws that exist with risk profiling. We discuss how advisers can evolve approaches by combining risk components to lay the foundation for goals-based financial planning.


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Did You Know ?

DYN

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

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