Feature Article

Has your Portfolio been Designed – or Cobbled together?

As an advisor, you are faced with all kinds of client portfolios – typically portfolios where funds have been selected haphazardly over time due to their good past performance and the aim of the total portfolio has been lost in translation.  In this article we would like show advisors how to recognise portfolios that have been well-designed with funds playing clearly-defined roles and blending beautifully together.  In particular, after reading this article, you should be able to articulate:

  • Why the proposed investment portfolio has been designed – and not cobbled together.
  • The role and characteristics of each fund in the investment portfolio.
  • Why the diversified portfolio should perform well through different market environments.

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