Warning liquidity concerns should be 'high on IFAs agendas'

Questions for advisers to ask fund managers about liquidity exposure

Hope William-Smith
clock • 2 min read

The high level of fund exposure to less liquid assets should be motivating advisers to take a more active approach to ensuring they understand liquidity risks, according to Collidr. The firm, which has investment management, asset management and technology arms, has today (24 May) pointed to the latest findings from the European Central Bank. The bank noted £1trn worth of total net assets of funds were predominantly invested in less liquids assets in 2021 - labelled by Collidr as "a worrying sign" for advisers. "IFAs should be looking at their clients' portfolios with lens on possi...

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