In these unprecedented times, writes Paul Ilott advisers are quite rightly focusing on ensuring that clients remember the messages they gave to them when they first engaged regarding tolerance to investment risk, capacity for loss and the merits of investing for the long term
This is before conducting a dispassionate performance review of centralised investment propositions and stand-alone multi-asset solutions that, in many cases, have been adopted during the past ten years. If not now in these testing times, then when is the right time to revisit the multi-asset versus simple passive portfolio (SPP) debate? Could the current climate enforce a reset of the market conditions that have thus far been hugely supportive of the SPP approach? 'Is multi-asset worth it?' was a question we were already debating hard in a report we concluded just prior to the re...
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