Active from 29 April, the offering will employ risk parameters to afford independent financial advisers control over their investment choices while remaining within set regulatory guidelines.
Deriving criteria from 50 risk parameters provided by Sense, the characteristics of the six portfolio will be flexible in order to cater to the majority of clients’ needs and stay in line with sector volatility movements.
The collaboration is designed to capitalise on the increasing demand for solutions, as Richard Romer-Lee, managing director at Square Mile, explained:
“We think this partnership will add great value to an increasing number of IFAs,” he said. “It’s exciting to be working with a company whose technology helps advisers streamline and simplify their workload in a fast-changing sector.”
