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Coping with Sandler
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Following the adoption of the proposals made in the Sandler Review, IFAs, wishing to transact investment business, are likely to be required to either take greater responsibility for the investment advice they give or effectively outsource day to day investment to third parties, such as fund of funds and/or manager of managers.
Whatever the choice, RichardAllenInvest has the software and experience in both individual funds and the multi-manager marketplace, as well as with discretionary portfolio management services and stockbrokers, to advise IFAs through firstly the initial selection process and then on an ongoing basis in monitoring the selected managers and/or funds. |
“Identification of likely future out-performance requires highly sophisticated and time intensive analysis of performance data and fund managers’ styles.”
“...simply looking at past performance is of minimal value.”
“As a generalisation, neither (purchaser and/or his adviser) possesses sufficient expertise in investment matters.”
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The above quotes - from the Sandler Review - not only emphasise the difficulties historically facing IFAs but also highlight how RichardAllenInvest can add significant value to IFAs, who otherwise do not have the resource or in-house investment expertise to answer the Sandler Review’s criticisms |
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