However, while 80% of advisers would recommend packaged products, they were undecided on whether these investment products should be targeting a specific return or whether they should be aiming to work within specific risk controlled parameters, with 50% of advisers favouring each option.
Skandia said that, when questioned on the use of tools utilised during the portfolio build and risk assessment process, a third of advisers indicated a preference for “other providers’” risk assessment tools to establish their clients’ attitude to investment risk.
Phil Oxenham, marketing manager at Skandia International, said: “The results of this survey show that a staggering number of international financial advisers around the world are keen to recommend packaged investment solutions.
“They may be divided on whether investment returns or risk controls are the most important feature of packaged solutions but it is clear that there is demand for investment tools that can help identify a client’s investment profile and for packaged investment solutions that match these investment profiles.”
