Julia Rees: Investing through the risk lens
Many financial analyses focus solely on where the pounds are invested, not from where the risk emanates, writes Julia Rees. But by deploying this lesser-used risk lens, advisers can make more informed decisions across strategic asset allocation, tactical asset allocation, and client risk
How many portfolio allocation pie charts have you seen in your career? How about risk allocation pie charts? Far fewer! Take the UK growth portfolio on the upper left of the diagram below. Implemented...
More on Investment
FTSE 100 dividends fall to lowest level in eight years
Dividend payments now expected to fall for two consecutive years
Mark Northway: Has the passives industry become its own worst enemy?
Debate must focus on value not cost
Study shows why 60 structured products lost investors money
American-style capital protection barriers largely to blame
Sanford DeLand preps UK Buffettology Smaller Companies IPO
UK Buffettology Smaller Companies investment trust
More news
FTSE 100 dividends fall to lowest level in eight years
Dividend payments now expected to fall for two consecutive years
Adviser Home releases marketing guide for business owners
Distance not a barrier
FCA takes aim at tech giants in calls for law change to tackle online scams
Second annual regulatory Perimeter Report
Mark Northway: Has the passives industry become its own worst enemy?
Debate must focus on value not cost
Advisers face commotion after CII exam dates 'unbooked' online
Due to Covid-19
