The 374th edition of our Active Practice Updates – Spotlight on: Managing risk in your investment portfolio, is available to download here
Areas covered in this edition include:
- Start with a clear plan
- Diversification: Spread risk across assets, regions and issuers
- Use tax wrappers to reduce avoidable tax and trading frictions
- Bonds and cash: Interest-rate and inflation considerations
- Control costs and product risk
- Rebalancing: Why, when and how
- Safeguard cash and investments with the right protections
- Currency risk: When to hedge
- Behavioural risks: Keep decisions steady
- Retirement planning: Sequence-of-returns risk and withdrawals
- Putting it together: A repeatable checklist
If you would like a paper based version of future editions sent to you then please contact us to let us know, and of course if any of the issues in this edition raise any concerns with you then we’d like to hear from you so please contact us.