Ignition Wealth offers goals-based investing
Robo-advice provider, Ignition Wealth has partnered with research and investment house, SiResearch to provide goals-based investing through asset allocation.
Using portfolios created by SiResearch and approved by the Ignition Wealth Investment Committee, Ignition Wealth would soon offer diversified portfolios including separately managed accounts (SMAs), exchange-traded funds (ETFs), alternative beta, and CPI plus products.
The full range of investment models would be available through Ignition Wealth in the second quarter of 2017.
Ignition Wealth head of sales and marketing, Richard Liverpool said: “The goals-based solution provides a lifetime tool for risk profiling as clients’ goals both evolve and change unexpectedly over time”.
“This client-centric investment model delivers a greatly improved level of client and member engagement for our business partners,” he said.
With Ignition Wealth continuing to subscribe to research house, Lonsec, chairman of the Ignition Wealth Investment Committee, Henry Capra, said the firm would combine data from both Lonsec and SiResearch when constructing portfolios.
Ignition Wealth chief executive, Mark Fordree, said traditional risk assessment has focused on investors’ long-term goals, such as only retirement, while goals-based modelling recognised that investor goals could fall into short and medium terms, and legacy buckets.
AUTHOR
Malavika Santhebennur
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