Investment: "Re-balance your portfolio back to your risk profile"

Strategy Name: Re-balance your portfolio back to your risk profile
Type of Strategy: Bespoke Strategy 
Impact on modelling: Selected Assets are re-invested in the selected Risk Profile
Default: All Assets are invested in the clients Risk Profile 
 

Recommendation: Performing an investment switch for an existing client to rebalance their portfolio in line with their Risk Profile

1. Select the asset(s) to apply: Choose Add Asset and select the Asset(s) you wish to re-balance
2. Select Risk Profile: Once you have selected the Assets, choose the Risk Profile you want to invest the clients selected Assets in to. 

Tip: You have the ability to select 'Preferred Portfolio' which will utilise the clients Risk Profile from the Fact Find.