Karl Dines: The ultimate CIP explained

Bringing it all together

clock • 4 min read
"It's all about the journey you take and being able to explain in detail how and why you have arrived at the financial instruments you use." - Karl Dines
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"It's all about the journey you take and being able to explain in detail how and why you have arrived at the financial instruments you use." - Karl Dines

A centralised investment proposition is all about the journey not the destination, writes Karl Dines. The trick, he says, is to get it documented in a logical, sharp and concise document that reflects your way of working...

We create CIPs and we often hear that firms don't know where to start, there are too many moving parts and they don't understand how to bring it all together. However, we have the advantage of this being...

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