The benefits of using protected equity in your portfolio
26 August 2014
The investment market is a dynamic environment in its own right, but taking into consideration picking the right adviser for your needs, the constant development of new products on offer, various solutions and platforms for these products (and emotions playing a much bigger part in the decision-making process than we care to admit) and you end up with a very confusing mix of available alternatives. Believe it or not, life would actually be simpler if the before-mentioned “how?” questions were the only ones to consider… they are merely one side of the coin. A far tougher set of questions are in store with the “what?” or the “when?” with investments. Specifically, “what is the risk profile and how much risk can the investor take on board?” followed by “what asset class do I use to satisfy this need at a stated risk?” Only then do we get to “at what price or valuation?”… Surely a question this late in the chain of events cannot really be that important, right? This is where most investors would miss the bus completely!
