HOW DO YOU IDENTIFY THE WINNING BUILDING BLOCKS? A METHODOLOGY TO ENSURE YOUR CLIENTS’ MONEY IS BEING ALLOCATED WITH GREAT CARE.

Financial Advisory

20 June 2017

Financial Advisory

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HOW DO YOU IDENTIFY THE WINNING BUILDING BLOCKS? A METHODOLOGY TO ENSURE YOUR CLIENTS’ MONEY IS BEING ALLOCATED WITH GREAT CARE.


Expert: Anthony Murphy, GAM

Facilitator: John Chapman, Owen James Group

Key issues for participants prior to the session:

  • Learning different approaches to investment management.
  • Understanding different methodologies for asset allocation.
  • Gathering new ideas for the investment committee.
  • Understanding alternative views on creating risk rated portfolios.

Key discussion points during the session:

  • In the selection of funds for clients, be aware of the quality, suitability and liquidity of underlying investments. Also, understand what drives the alpha and be aware of “factor bets” that focus on one market sector.
  • Keep abreast of industry changes and fund manager style changes.
  • SME advisory business have a challenge with due diligence on funds and keeping abreast of fund developments. Completing the necessary due diligence on underlying investments within a fund is too time consuming.
  • SME business owners have the time challenge of running their business and advising clients – little time is left for detailed fund due diligence.
  • Outsourced solutions are becoming more prevalent. Due diligence has to be completed on these outsourced solutions, but it will be on a small number of solutions.
  • The growing multi-manager sector is the most popular for outsourced solutions.
  • The debate between active and passive solutions continues, but advisers should be aware of opportunities with active funds in niche sectors that have no benchmark i.e. no passive comparison.
  • There are also opportunities for advisory firms advising in closed ended funds, particularly SME advisors as opportunities will be limited within each fund.

Positive outcome from discussion - although due diligence exercises are challenging for the SME advisory businesses, the growing number of outsourced solutions provided a practical solution.

 

 

 


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