Different levels of competency exist within the financial advice/ financial management sector. Financial advisers of the highest standard build sustainable client relationships through efficient and proven customer-centric processes that provide long-term value for their customer. Such processes help to maximise investment returns of their clients and provide growing levels of funds under management for the highly competent advice firm.
This feature focuses on the processes that highly competent and successful advice firms adapt for their firm to maximise client efficiencies.
There are many different asset allocation models available but a few among the most respected widely used risk profiling and asset allocation processes in the UK, used by thousands of advisers and paraplanners. We look at a popular asset allocation model that ranges from 1, which represents the lowest risk, to 10, which represents the highest risk.
There are over 2,300 ISA eligible unit trust funds that are managed by over 100 different fund management firms available to UK investors. Each fund sits within a particular investment sector based on their asset type, region or industry sector.
Within this article, we detail the most efficient process for building a TOP performing ISA portfolio within an asset allocation model suitable to your investment goals.
The crash of 2008 caused massive losses that hit the investment industry hard. Almost overnight, investor confidence turned to fear. Long-standing financial institutions went under, and many others battled for survival.
Ten years on, the markets have rebounded, and a bull market remains in full swing, but the after-effects of the financial crisis have reshaped the landscape. Fear of losses from poor fund management has fuelled the growth of ETFs and index tracker products, whose low-cost models have helped put cost rather than performance at the top of the investment decision-making process.
But is today's cost focused investor missing out on bigger opportunities and better returns?
With some 70,000 investment funds and share classes available, even with a defined asset allocation model, the enormous scale of choice makes it practically impossible for investors and professional investment advisers to efficiently analyse, rate, segment and select investment funds that deliver the best mix of balance and performance. Find out how Yodelar rates fund performance in order to make it easy to identify the top performing funds.
Access up-to-date fund manager reviews and fund manager league tables, best performing fund reports, top portfolio reports, and much more every month as part of the Yodelar Subscription. Subscribe today and get instant access to all for £1.
Submit your portfolio for a complimentary analysis. Our new business team will analyse each fund you invest in, and identify how they rank for performance alongside all other competing same sector funds. Get a comprehensive quality review of your overall portfolio. It all starts here, and it all starts free.
