SIG launches new style reports for Spectrum fund range
UK based Skandia Investment Group has launched a new version of its Spectrum Select client reports for a broader base of intermediaries considering its Spectrum fund range as part of Retail Distribution Review preparations.
The Spectrum Select reports previously were only available to financial advisers with £1m or more invested in the Spectrum range. Now all advisers will be able to access a dedicated microsite, which enables personalised quarterly reports for clients.
SIG has additionally upgraded the reporting facility, to include performance data, asset allocation data and information on changes to manager mandates. John Ventre, portfolio manager for the Spectrum funds, provides further commentary. Reports from the microsite can be co-branded by the financial adviser user.
Ryan Hughes (pictured), portfolio manager for Skandia Investment Group, said: “Spectrum Select was designed to help financial advisers deepen the relationship they have with their customers by offering them a valuable investment report that helps them engage with their Spectrum investment on a regular basis. With the risk-targeted fund market growing rapidly we are pleased to be able to widen the availability of our enhanced Spectrum Select service to financial advisers who are looking to make the Spectrum funds a cornerstone of their RDR ready investment proposition.”