Asset allocation is the buzz phrase among investment intermediaries these days, as the emphasis has shifted towards ensuring clients have a balanced portfolio to protect against capital and investment risk.
At present, the skill set requires intermediaries know the detailed specifics of every investment fund offered by a company, so they may select the most appropriate one to the client’s asset allocation needs – no small task given the 2000 funds available in the UK market. However, one firm is predicting the future investment market will be dominated by specialist firms whose attention is targeted at only one sector of the market. Niche investment house Blue Planet established itself in 1994 as a specialist investment trust manager which would create funds only investing the financial se...
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