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DPPi is designed to improve the process of portfolio construction and is tailored to the offshore market place. It is aimed at bringing the process of risk profiling, asset allocation and portfolio construction into a single seamless process, saving users time because they donÆt need a number of different tools to create an investment portfolio. It enables the user to build an investment strategy backed by statistical research at the touch of a button using web-based technology.
Friends Provident is a UK-based investment and insurance group that provides investment-linked insurance and fund products to AsiaÆs independent financial advisors. It developed the DPPi together with UK enterprise technology firm Distribution Technology Limited.
The DPPi has six components that can be used as a whole or separately in various combinations, depending on the userÆs needs. The components include client risk profiling, target asset allocation, goal planning, fund search, financial planning, and adviser control centre.
The DPPi features include: attitudinal and behavioural questionnaires to more accurately assess a clientÆs investment risk tolerance; modelling of global asset classes; the ability to construct asset allocation strategies with different investment perspectives including Asian, European, UK and global models; research input from select fund management houses; and goal forecasting in a choice of currencies, including US dollars, Hong Kong dollars, sterling and euros.
Jim Henning, manager for funds marketing and research at Friends Provident, says DPPiÆs ability to tailor investment strategies for various investment perspectives has been designed to give advisers the flexibility to meet the needs of a wide range of overseas investors.
ôBuilding on our expertise in the UK, we are keen to offer powerful asset allocation and risk profiling capabilities offshore, but without the UK centricity,ö says Henning.
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