There have been a great many investment strategies put together over the years and sold to investors as the “be all and end all” for their hard earned savings and investments. Most things that have looked too good to be true have generally proved to be so.
Now we are in a period of sustained historic low interest rates where it has been very difficult to make growth or interest and where providing income has meant taking more investment risk than most investors would like.
The world has changed massively in recent years and undergoes significant social and economic shifts almost weekly.
It is within this framework that we must help source and utilise consistent investment solutions which aim to provide long-term investment performance and the ability of your investments, savings and pension portfolios to meet your individual or family goals, aims and risk profile.
In this section we try to give some background to our philosophy, ideas on risk management and profiling together with background to the broad issues and difficulties facing investors .
In our “Issues Facing investors” Section we have set out some of the key points for investors in today’s World. Our solutions and processes are designed to reduce these areas of uncertainty and provide clients with a long term , coherent investment strategy to look after their savings , investments and pensions
Issues Facing Investors
Our investment solutions and processes are designed to reduce the areas of uncertainty for clients and to provide them with a long term , coherent investment strategy to look after their savings , investments and pensions.
The charts below illustrate some of the key issues for investors:
- How hard it is to predict which asset type will be the best performer in any year
- The difference between the best and worst fund choice over a 5 year period
- How missing out on the best performing days over a 10 year period can affect how your money grows
- A study of the investment cycle and how investor emotions change
The tables and charts in our Beacon Investment Strategies section illustrate some of the key points for investors