Investment Committee Insider: Three top portfolio mistakes

Three top portfolio mistakes advisers are making...

clock

Unfortunately, argues Abraham Okusanya, the three areas where advisers tend to falter running investment portfolios are the same areas where they can demonstrably add value...

There are a plethora of services offering to help advisers with fund research and asset allocation. The likes of FE, Morningstar/OBSR and RSM have developed offerings that aim to take away from advisers the burden of fund research. Advisers simply buy intellectual property from these providers and are then responsible for implementing the portfolios within their own practice. However, as advisers are increasingly finding, the real challenge in running centralised investment propositions isn't so much the fund selection and asset allocation, but the practicalities of implementing and r...

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 Investment

Woodford IM hits back at FCA's enforcement action including £46m in fines

Woodford IM hits back at FCA's enforcement action including £46m in fines

WIM said it 'strongly disagrees' with the regulator's decision

Cristian Angeloni
clock 05 August 2025 • 3 min read
Regulator bans and fines Neil Woodford and Woodford IM £46m

Regulator bans and fines Neil Woodford and Woodford IM £46m

Woodford has appealed the decision to the Upper Tribunal

Cristian Angeloni
clock 05 August 2025 • 3 min read
Darius McDermott: The line between resilience and risk

Darius McDermott: The line between resilience and risk

'Trump has, for the most part, chickened out'

Darius McDermott
clock 29 July 2025 • 5 min read