Three factors to run rings around your competitors this year
Asset manager presentations are dime-a-dozen in the first two months of the New Year, with dominant global and local brands wooing financial advisers with multi-year historic performances and promises of return dominance over the coming 12-months. This year’s M&G Investments presentation was no different as key personnel confirmed highlighted performances by its Equity and Dividend Maximiser funds. As this writer listened to the familiar message he wondered: what if local intermediaries could integrate some of the strategies used by successful fund managers into their advice practices?