Can GLP Profiling (Risk management) be used in Model portfolios?

Can GLP Profiling (Risk management) be used in Model portfolios?

In short YES and once completed the GLP profile will automatically be overlayed across all investment types for your client - that is unless you create an exception.

If you are creating a model portfolio for your client you may wish to invest in areas that not normally accepted by your client or within your client's risk profile, however after careful examination and discussions with your client you both may wish to run a different asset allocation for this single event.

The system allows for this to happen in a very easy to use and understand process.

You set up the model portfolio as desired setting the limits and variance you are happy to work with.

You will notice at the bottom of the page is a line that states "Allow out of sync exception. Clicking on this tab opens a rules page that you can edit for compliance reasons so as to confirm that the new risk profile can be actively managed and reported on but is not based on the normal stored risk profile tools.