Many DIY investors may be exposed to far more risk than they are really comfortable with, according to new research underscoring the importance of a proper assessment of investment risk and your true tolerance for it. According to a survey by Wealth Horizon, the vast majority – 69% – of UK investors are only willing […]
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Core-satellite investment styles are a hot topic, but it may add complexities which investors need to understand, explains Wendy Spires. Observers of the investment industry will know that, for over a decade, one of the main debates is that of “alpha” versus “beta”. This refers to whether it is worth paying more for active money […]
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Diversification – spreading your investments among a variety of asset classes, markets and sectors – is one of the foundational principles of good investment management. Arriving at the right mix, or asset allocation, for your financial goals, time horizon and risk appetite is arguably the most important part of devising your investment strategy and is […]
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In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: these have helped reduce costs, played a vital role in supporting and educating investors and made the rise of the DIY investor possible. Arguably, they’ve also put pressure on the […]
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