Move over risk/return profiles: Values define client’s needs

Tassos Stassopoulos | Trinetra Investment Management | 21 February 2019 | 0.50 CE

Clear investment beliefs are critical for investment policy and strategy. Our role as fund managers and investment advisers is to translate client’s beliefs into investment practice. With an infinite number of investment beliefs, it is crucial that these are personalised and prioritised around the client’s values. Too often we take the easy way out, assuming a risk/return profil...