How to build an investment process: Tips for medium-sized firms

In the first article in this mini-series, I examined tips for smaller firms considering centralising their investment approach. Here, I move onto the factors medium-sized businesses should look into. A key part of firms' client service proposition is the investment strategy, ensuring that clients receive the very best advice, helping to add value to the client relationships and distinguishing them from the competition. The question all firms must ask is: Am I allocating adequate time and resources to my investment strategy? For medium-sized firms this might be a balance between managi...