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

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

Orbis Investments
clock 15 May 2025 • 5 min read
Three Invesco funds fail to deliver value to investors

Three Invesco funds fail to deliver value to investors

Manager's annual assessment found some poor performance

clock 14 May 2025 • 2 min read
Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

Darius McDermott: Old demographics, new innovations — so why isn't healthcare booming?

'The sector should be flying — but it isn't'

Darius McDermott
clock 08 May 2025 • 5 min read