Each Adviser will have the ongoing problem of managing the time to allocate cash to his chosen Asset manager or Fund and justifying why. In this respect looking at historic performance is of limited help when trying to understand the current drivers.  Even with a choice of Manager, there are so many varaibles to consider such as their changing focus known as “Style Drift”,or reliance of specific staff “key-man risks”.

RDR changes will place gretaer responsibility on the Adviser, not only in the regular Risk profiling but also in the subsequent process of ensuring and effective asset allocation, for on going montoring of Fund performance.  Being able to respond to changes in markets and conveying those changes to Clients will be key during his regular Review processes.

Sinergi is here to help. Our HeatMap and TACT Reports are in real time. Only by scratching under the surface will you be able to ” have a true feel” for the strongest horses in the race eg: Asian Equiites (Hang Seng) currently scores Sinergi  +4 on the Heatmap Index.

See Learn More to see how Sinergi Heatmap or Sinergi TACT Index  independent Reports can help support and grow your business and address many impending issues regarding RDR.

Keith Reid
Keith Reid
Keith’s training as an accountant and auditor has emphasized the importance of evidence in all good decision making process. The ability to monitor management processes effectively is a key to making the most of business opportunities. Both Keith and Gerry believe that this priority for capital preservation is the common principle that sets the framework for any sound investment strategy or business model.