Protecting clients’ capital in multi-asset funds
07 April 2025
To achieve resilience in the multi-asset fund space, portfolio managers must build portfolios that protect the value of investors’ capital. This sounds easy enough, but as the financial advisers in this forum will know, it is quite another thing to manage your clients’ return expectations. “Clients like high returns, but they do not like volatility,” says Neville Chester, a portfolio manager at Coronation Asset Management.