As an opening and to keep it simple I will be covering how, managed portfolios whether actively or passively managed as, a mutual fund, a unit trust or an ETF (Exchange Traded Fund) structure can potentially fit into a client’s investment strategy looking at how each managed portfolio has a specific process in selecting underlying investments based on its interpretation of how best to select these investments to achieve the portfolios outcome. From there we consider how each would belong and integrate with each other utilizing a “Core + Satellite” approach which acts as a lattice for the investment products and services identified for a specific client’s needs and wants. As the lattice is extended products and services covering alternative investments i.e. structured products or pre-packaged investments, private equity, private debt, hedge funds, real estate, commodities, and collectables will also be discussed in articles to follow under “Investment Advice and Planning: Strategy - Module 3”.
Whilst it would seem that I have placed my attention on managed portfolios and alternative investments I will also add direct investing into individual listed securities and outline the various Rules(s) that have been and could be utilized when investing directly.
In amongst all this we will look at ESG Strategies and how Environmental, Social, and Governance issues are integrated as part of an investment strategy. As well as CSR Strategies which look at how Corporate, Social, Responsibility reflects itself in an investment strategy. These two strategies have become increasingly important in the minds and portfolios of the investing public and a comparison of each and how they potentially complement each other will be outlined as well as how they go about achieving the outcome desired.
Now we come to how we work exposure on a global, regional, and country level and how investing in Frontier, Emerging and Developed markets fits into the construction of an investment portfolio utilizing the “Core + Satellite” approach. Last but certainly not least is foreign exchange investing and currency exposure including crypto currencies and the importance of its use / presence in a portfolio.
The articles to follow will provide an over view of the subject areas outlined previously with a focus on the end result of where they would belong in a portfolio utilizing a “Core + Satellite” approach as a Strategy.
It should be noted that this article and all articles published by Creative Coach Online are for information purposes only and should not be taken as advice. It is essential to discuss the appropriateness of any Strategy with a licensed / registered professional.
