We present all assets in alphabetical order by asset manager, both in our asset lists and on the platform’s asset research functionality, portfolio, switching and application sections. This includes funds and investment solutions we offer managed by Quilter Investors.
Our risk profiler tool was built in-house in collaboration with Willis Towers Watson and a consultant mathematician. The output can be mapped to scores from other external risk profiler tools such as Dynamic Planner and Defaqto. It does not push a particular product or asset in the output.