Justin Onuekwusi and Nick Samouilhan of Aviva Investors discuss why comparing fund managers against their peer group is not always the best strategy for your clients.
Justin Onuekwusi: Greater client sensitivity following the volatile investment period seen during the past decade means advisers are paying ever greater attention to ensuring clients are invested in appropriate funds. The retail distribution review (RDR) is intensifying the spotlight on advisers by requiring them to regularly review the suitability of clients' investments. From January 2013, advisers will have to show they use a robust process in trying to ensure investment products match clients' requirements. With rare exceptions, retail funds are run with a degree of separation bet...
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