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Recent guidelines from the regulator have emphasised the need for advisers to adopt a structured and robust approach to their fund selection. Some research and fund ratings are purely based on past performance, some look solely at the manager and others consider some softer, more subjective issues....

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Bibliographic Details
Published inProfessional Adviser p. 22
Main Author Mills, Geoff
Format Trade Publication Article
LanguageEnglish
Published London Incisive Media Limited 30.01.2014
Subjects
EU directives
Financial planners
Investment advisors
Qualitative research
Structured products
Volatility
United Kingdom > UK
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Summary:Recent guidelines from the regulator have emphasised the need for advisers to adopt a structured and robust approach to their fund selection. Some research and fund ratings are purely based on past performance, some look solely at the manager and others consider some softer, more subjective issues. Fund performance is a good indicator of the ability of the fund manager, particularly if you look over a range of different market conditions. Volatility is one of a number of statistical measures used to further understand funds and how they operate. It is necessary to consider the figures in relation to their benchmark and sector. The qualitative pan of the process will allow an adviser to look in more detail at how the fund actually operates.
ISSN:1743-3339