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| Where I Am? | Viewer ==> Risk profiling – combining multiple factors as part of goals-based financial planning | |||||||||||||
Risk profiling – combining multiple factors as part of goals-based financial planning |
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| Stanlib Collective Investments | Q2 of 2023 | 2 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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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023. |
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| Disclaimer |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |