You can use outcome filters to select individual multi asset portfolios based upon the combination of investment outcomes you wish to achieve for your client and the volatility tolerance you believe is appropriate. You will then be able to review the individual Multi Asset DNA reports on the portfolios you select.

• Filter and select multi asset portfolios using a combination of real client outcomes.
• Download a multi asset portfolio’s DNA graphics to be able to discuss the portfolio and its likely investment journey with your clients.
• Access more detailed research analysis on individual multi asset portfolios than is available elsewhere by downloading multi asset DNA reports.
• Use the key notes in the multi asset DNA reports for speedy reading.
• Use the helpful client suitability pointers to help you when selecting portfolios.
• Compare and blend multi asset portfolios using our blending tool.