Whether you run an in-house investment proposition, or refer clients to discretionary investments managers, use multi-manager/asset funds or you’re yet to decide exactly what your investment proposition is, Aviva’s new white paper of investment propositions is definitely worth a read.
Why? Ehr….. because I wrote a chapter of the paper and my very humble and dispassionate opinion is
that anything I write must be worth a few minutes of your time 🙂
Seriously though, there’s a lot of good stuff in the paper from people who know a lot about the subject like Graham Bentley of gbi2 ( formerly of Skandia), Morningstar’s Dan Kemp, Square Mile’s Jason Broomer and PFS CEO Keith Richards, just to name but a few. You also get views from a number of advisers as to how the approach their own investment process, as well as some useful stuff from a compliance perspective.
The paper is accompanied by a short video of an enjoyable roundtable discussion we had on the same subject.
The paper is packed full of useful information on everything investment proposition related, from designing the CIP process to choosing your investment committee. But I think the best bit, apart from the bit I wrote of course, is the Investment Matrix at the end of the paper which lays out the main options, with the associated risks and costs.
Advisers can download a free copy of the paper here.