Tuesday 3 September, 2019
Genuine transparency? Clearly smart.
Understanding exactly what you’re invested in, and how your investment is performing against benchmarks, should be clear and transparent – with your adviser available to discuss any questions or concerns.
YOUR REPORTING NEEDS TO TELL YOU:
|
Where your funds are invested – down to the last security. |
How your investment is performing – on a regular basis. |
To what degree you are meeting your objectives. |
How your fund manager is performing, against the measures given to them. |
AND IDEALLY, IT WILL:
|
Be a concise summary that cuts to the chase – with detailed reports easily available as needed. |
Have your fund manager on hand, to talk through any negatives, or surprises, in detail. |
