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Newsletter November 2017: Ongoing Governance of the Investment Process

By 13th November 2017Newsletters

Investing is not a set-and-forget process; new theory, empirical evidence and product development keeps an Investment Committee on its toes, on a client’s behalf. By wearing a risk hat, instead of a performance hat, advisers can ensure that a client’s portfolio remains structured to weather all storms, and avoid the dangers of investing in ‘hot’ markets and managers. Perhaps unsurprisingly, this risk-based approach often results in little portfolio activity, despite all the work that goes on behind the scenes.

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Tim Hale

About Tim Hale

Tim Hale is the CEO of Albion, a strategic consulting firm that works with many of the best wealth advisory firms across the UK. Tim's book, Smarter Investing: Simpler Decisions for Better Results, has been described as a 'must read' by Mark R Richardson, former CEO of Chase Asset Management. Tim graduated from the University of Oxford and is a regular speaker at leading conferences across the UK.

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