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 ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

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