How to stop your client’s portfolios from going up in flames
The best way to prevent your client from making knee-jerk decisions about their investment portfolios is to get them to trust the process. “You need to trust the process that you and your client have implemented in building their investment portfolios and selecting managers,” said Peter Kempen, Head of Retail Distribution at Coronation Fund Managers. He was commenting at the 2022 Investment Forum during a two-way discussion titled ‘The five calls you have to get right today’. The discussion was held midway through 2022, at a time when many investors were getting jumpy about the relative performance from their offshore versus onshore funds.