Investment Podcast #25 - Risk Targeted Investing

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, diving into longevity, sequencing risk, flawed profiling tools, and where AI fits (and where it doesn’t). Whether it’s constructing smarter portfolios or having better client conversations, this episode arms advisers with fresh - more client centric - ways to understand and assess risk.

Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Explore Innova's behavioural investing approach at https://ensombl.com/go/20250707/

General Disclaimer – https://www.ensombl.com/disclaimer/