Why Clients Need a Smoother Ride by Dominic McCormick, CIO Select Asset Management

  • why investor behaviour makes smarter portfolios necessary?
  • conventional portfolios – issues and problems
  • an alternative “absolute return” approach
  • the “building blocks” for smarter portfolios
  • investments to emphasise/avoid looking forward
  • what smarter portfolios might really look like?
  • what investment role should planners really have?

Read Towards Smarter Investment Portfolios
Adobe PDF file 463KB

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