Investment Solutions - profiled fund portfolios

Investment Solutions without all the detective work

The core of the Investment Solutions is a new range of risk profiled unfettered multi-manager funds called PortfolioManager. But it's also a way of establishing your clients' attitude to risk; creating an investment solution to ensure those needs are met; placing the investment in a suitable tax wrapper; and providing the ability to monitor and manage the investment. The four stages are as follows:

1. Risk assessment

As all Advisers know, it is important to assess your clients' attitude to risk in order to understand their goals. Our online ClientProfiler tool is an easy-to-use question-and-answer based risk profiler. Or you may have established your own risk assessment methodology.

	Printable version of the ClientProfiler questionnaire

2. Choosing an investment solution

The results of the risk analysis will highlight the types of investment that match your clients' profile.  You can then select from our range of unfettered multi-manager, risk profiled funds - FIL FundsNetwork PortfolioManager

Each of the following funds available under this category are managed by Fidelity's experienced multimanager investment team.

	Aggressive
	Adventurous
	Balanced
	Cautious
	Defensive

3. Choosing the right tax wrappers

You can place the agreed investment into a range of fund wrappers, including an ISA or SIPP. You can also invest direct or via our offshore International Bond.

4. Monitoring and reporting

To help with ongoing monitoring and reporting, FundsNetwork provides you with a range of useful tools to monitor and track your clients' investment. You can also access regular reports to ensure you are kept up-to-date on the investment's progress.

Useful information

	Application form
	Download Investment Solutions literature
	Order literature