Flexibility is at the heart of our investment offering. With over 4,000* investment options available, we cater for clients with different investment needs – whether they’re building savings, approaching retirement or taking an income.
You can use our Risk-Managed Portfolios – a range of risk targeting multi-asset solutions – set up model portfolios, and build bespoke investment strategies. The aim is to help you create comprehensive investment solutions for your clients, quickly and efficiently – whether you’re catering for complex needs or more mainstream investment requirements.
*As at July 2020
Risk-Managed Portfolios
Some firms prefer the simplicity of using ready-made investment portfolios, governed and managed by experts. So, at the heart of our investment offering, we have a range of six Risk-Managed Portfolios designed to suit different client risk preferences.
Building portfolios
We make it easy for you to build client portfolios, helping you research, monitor and compare investments so you can make the most of the wide choice available.
We also let you build fund shortlists, create model portfolios, set up automatic rebalancing, and analyse a client’s overall asset mix.
The value of investments may go down as well as up. Investors may get back less than they invest.
The Aegon Risk-Managed Portfolios: A simpler way to invest
A complete multi-asset solution for a fixed OCF of 0.25%. Capital at risk.
September 2020
Hear from our investment experts
For intermediaries and employers only
Taking off the
stabilisers
Quarter four, 2020
Market outlook webinar
Runtime: 35 minutes
For intermediaries and employers only
Watch out for
falling cats
Quarter four, 2020
Market snapshot podcast
Runtime: 15 minutes