News Release
11 August 2008
Friends Provident International introduces Dynamic Portfolio Planner international
Friends Provident International (FPI) announced today the launch of its new web-based portfolio planning tool, Dynamic Portfolio Planner international (DPPi).
DPPi is an innovative new solution that improves the process of portfolio construction and is specially tailored to the offshore market place. It enables the user to build a robust investment strategy backed by rigorous statistical research at the touch of a button using web-based technology.
DPPi offers a host of features to help make the task of portfolio construction far more efficient for advisers:
- Sophisticated attitudinal and behavioural questionnaires to more accurately assess a client¡¦s investment risk tolerance
- Modelling of a wide range of recognised global asset classes
- The ability to construct efficient asset allocation strategies with different investment perspectives including Asian, European, UK and Global models
- Asset modelling includes research input from leading fund management houses
- Goal forecasting can be viewed in a choice of currencies, US Dollars, Hong Kong Dollars, Sterling and Euros
- Comprehensive fund search facility from FPI mirror funds and the direct market including quartile rankings, risk, regulator authorization
- Monthly asset allocation updates for funds, provided by Lipper
- Morningstar Fund Star Ratings
- Professional Financial Plans in a choice of languages to present to clients
Jim Henning, manager, funds marketing and research commented:
¡§The introduction of DPPi breaks new ground in the offshore market in a number of key areas. The ability to tailor investment strategies for differing investment perspectives has been designed to give advisers the flexibility to meet the needs of a wide range of overseas investors.
¡§Building on our expertise in the UK, we are keen to offer powerful asset allocation and risk profiling capabilities offshore, but without the UK centricity. Offering access to multi-language report generation demonstrates this clearly.¡¨
DPPi is exclusive to FPI and is available to advisers who are registered with FPI¡¦s secure Extranet site.
For further information, independent financial advisers please contact their FPI regional sales manager or visit www.fpinternational.com.hk.
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Notes to editors
About Friends Provident:
Friends Provident Life and Pensions Limited is part of the Friends Provident Group of companies, which comprises UK Life & Pensions, International Life & Pensions and Asset Management. The holding company Friends Provident plc is a member of the FTSE 100.
About Friends Provident International:
Friends Provident International (FPI) is the international component of Friends Provident's business, which operates throughout the UK, Europe, Asia, and the Middle East. FPI has been active in the Hong Kong market for 20 years.
See www.fpinternational.com.hk for further information on Friends Provident International in Hong Kong.
IMPORTANT INFORMATION
Friends Provident International is a trading name of Friends Provident Life and Pensions Limited and Friends Provident Life Assurance Limited for business conducted outside the United Kingdom.
Registered & Head office: Pixham End, Dorking, Surrey RH4 1QA, England
Incorporated companies limited by shares and registered in England. Friends Provident Life and Pensions Limited. Registered number 4096141 Friends Provident Life Assurance Limited. Registered number 782698 authorised and regulated in the United Kingdom by the Financial Services Authority.
Salisbury Office: United Kingdom House, Castle Street, Salisbury, Wiltshire SP1 3SH, England
Telephone number: +44(0) 1722 311 611
Facsimile number: +44(0) 1481 712 069
Friends Provident International is a trading name of Friends Provident International Limited.
Registered & Head Office: Royal Court, Castletown, Isle of Man, British Isles, IM91RA
Telephone number: +44(0) 1624 821 821
Facsimile number: +44(0) 1624 824 405
Authorised by the Isle of Man Insurance and Pensions Authority.
Incorporated company limited by shares. Registered in the Isle of Man No. 11494
All are members of the Association of International Life Offices.
Hong Kong Office: Suites 1203-1211, Two Pacific Place, 88 Queensway, Hong Kong
Telephone number: +852 2524 2027
Facsimile number: +852 2868 4983
Copyright© 2008 Friends Provident International. All rights reserved.
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