In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...
When choosing a new investment for a new client you could simply be reviewing the market to find the most compatible multi-asset solution. An enjoyable task and a great case study but a rarer occurrence...
Could spell bottom for value, say experts
Follows 'an extended period of underperformance'
'Some people build walls'
Revisiting the portfolio debate
Helping advisers reassure clients
'Mentally prepare clients'
Existing users to see revamp
“Increasing reports” of harassment
Delayed by 12 months