Multi-asset versus simple passive portfolios: Could this bear market be the catalyst for change?
Revisiting the portfolio debate
In these unprecedented times, writes Paul Ilott advisers are quite rightly focusing on ensuring that clients remember the messages they gave to them when they first engaged regarding tolerance to investment risk, capacity for loss and the merits of investing for the long term
This is before conducting a dispassionate performance review of centralised investment propositions and stand-alone multi-asset solutions that, in many cases, have been adopted during the past ten years....
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