14 April 2013

How does your Adviser rate on investment process?

An article in Barron's magazine raises an interesting point when it argues that individual investors would benefit from an institutional approach to the way their investment portfolios are handled. But quarterly portfolio reviews require a certain amount of sophistication on the part of the investors that may not always be available - apart from the question whether they are willing to dedicate the required time and effort (or whether they possess the minimum of investment skills necessary to do so). So in the end investors are well advised to rely on experienced and trusted gatekeepers when engaging investment managers.