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Benchmarks and Risk-mapping CIPs. What do you do?

LizziSmithLizziSmith Member
in Paraplanning tips & tricks

Hello All,

We are reviewing how to compare different portfolio/funds within our CIP. Do you have any suggestions for which multiple criteria we could use such as Volatility/peak to trough/OCF/past performance etc? Are these suitable or are there others that we should be considering?

What benchmarks have you been using against your different levels in your CIP? We have a range of 6 risk profiles.

Any of your thoughts would be appreciated.

Thanks

Lizzi

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