Lawrence Cook: Managing your firm's investment proposition

Okay, so you have decided on your investment principles. You know your policy on use of alternative assets, ETFs and to what degree you balance active and passive positions. You have decided how you capture and describe the nature of the investment risks your clients will experience and how your advisers apply that in practice. That is some of the chunky theoretical bits of work done.  How is that best delivered to my clients? How can I efficiently administer it so I can give a great service, maintain my staff costs and protect profitability? The operational effectiveness of delive...