Asset allocation is about getting the balance right between different types of assets. Deciding what mix
of assets to hold in your client portfolio can be a challenging task. To assist you in this choice, Standard Life
has access to Portfolio Planner, a sophisticated portfolio planning tool that allows you to forecast
how investment returns behave over time.

How it works

Portfolio Planner looks at past and present data and runs all potential variables hundreds of times to build
up a complete picture of future investment returns. The conditions taken into account include inflation,
economic growth and the underlying investment return of each asset class.

Main benefits at a glance

If you 'd like to find out more about Portfolio Planner and how get access to it, speak to your
Standard Life account manager today.