Balancing risk and rewardin a fund offunds

Professional Adviser
clock

Matching the needs of an investor to appropriate funds in terms of risk can be a difficult and time-consuming task but is one that warrants much consideration in the wake of depolarisation and depressed stock markets

At the heart of any tax-efficient investment solution lays the risk versus reward equation: it is simply impossible to reap reward without taking some form of risk. Matching the individual needs of a client to appropriate funds from a risk perspective is, however, a difficult and time-consuming task. But one, nevertheless, that warrants much consideration as we confront the challenges ahead in the wake of depolarisation, N2 and stock markets that remain heavily depressed from levels two years ago. All investment managers share the same goal ' to stack the odds in favour of the inves...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •