Ben Goss on risk: Weighing the ESG trade-off
Advisers can feel increasingly confident about meeting investor preferences on sustainability without having to rethink their suitability criteria
Advisers can feel increasingly confident about meeting investor preferences on sustainability without having to rethink their suitability criteria
In the complex and evolving landscape of sustainable investing, transparency will be key to supporting the alignment of approaches with client needs
How can advisers help clients understand the level of liquidity they require and manage liquidity risk across the overall portfolio?
Like a reliable satnav, a good cashflow model is constantly working to offer a more realistic view of the road ahead
How to help clients think about the potential impact of inflation and factor it into decisions about risk
Risk-based financial planning is a game changer for sustainability because it gives clients and their advisers much more flexibility when it comes to investment selection
Risk-based planning requires increasingly close relationships between fund manager, adviser and the client
In general, risk tolerance is relatively stable – increasing with experience, then declining over time. In general …
Starting with risk, not reward, can help position the wealth management sector as a force for good as countries rebuild from the pandemic
At a time of significant change, using risk as ‘true north’ in client planning should lead to better client outcomes and ‘stickier’ funds
The answer to helping clients plan well for a complex and uncertain future can lie in preparing them for a range of reasonable outcomes – including stressful ones
Property has a place in a multi-asset portfolio – the question is how that exposure is gained and in what quantity