The transformation of the asset management and wealth industry is causing profound changes to portfolio construction practices.
BlackRock’s Portfolio Analysis and Solutions (BPAS) team identify three major shifts in habits that are starting to drive changes to traditional investment processes:
1 – A shift from products to portfolios: A renewed focus on understanding their portfolio and how manager selection choices are impacting their overall portfolio outcomes
2 – An improved understanding of portfolio return drivers: Resulting in a more balanced blend of alpha seeking, factor and index strategies within their portfolio
3 – Use of the whole investment toolbox: An increased emphasis on generating outcomes efficiently across cost, risk and time
To find out how you can build more efficient portfolios, find out more here
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. You may not get back the amount originally invested.
