JPMorgan Fleming has added to its range of IFA sales aids with an explanation of market correlation, to be used when explaining investment options to clients.
The topic of correlation – the tandem or inverse movement of asset returns from different investments - joins previously published aids on bonds, equities and retirement planning. The guide works by providing specific examples using "visual pointers", which are easier to understand than simply explaining an abstract investment term, JPMF says. IFAs interested in using the sales aids can find them at jpmorganfleming.com/ifa/salesaids or IFAs can telephone 0800 727 770. IFAonline
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