Understanding Markets Is The First Step To Assuring Clients.

Today, clients face increasingly high levels of market uncertainty and volatility amidst a series of global events that can destabilise the global economy, resulting in significant volatility in their investment portfolios which usually leads to the irrational decisions by clients to terminate their investment plan and actualise paper losses.

In My Opinion works alongside financial advisors to develop a long term solution to help their clients stick to their financial goals and avoid panicky and often detrimental decisions. This is where the Investment Strategy Service comes in.

With the Investment Strategy Service, you will be equipped with reports to understand financial markets so that you can answer relevant questions your clients may have relating to their investment plan, ease their worries and provide necessary assurance about how their investment strategies can stay on track according to their risk profile, investment objectives and time horizon.

The Investment Strategy Service will help financial advisors:

• Understand business and monetary cycles and their impact on investments

• Interpret economic indicators and their effects on financial markets and clients’ portfolio

• Manage risk by embracing bull markets while avoiding bear markets, thereby minimising significant drawdowns

• Assist to create and maintain a suite of model portfolios based on asset allocation strategies

Written reports on a regular basis will explain relevant economic data and market action that will have an impact on clients’ portfolios. The aim of these reports is to determine the tactical asset allocation strategy, i.e. whether the portfolios should take on market risk or not. This helps advisors to explain the current investment position, effectively answer any questions that their clients may have, and provide the necessary assurance to maintain a positive relationship. You can view some sample reports here.

Regular meetings are also held where the investment outlook is discussed and risk is assessed. Such meetings serve to better understand the needs of financial advisors, deepen their understanding of financial markets, and empower them to guide their clients during times of uncertainties.

Additionally, this service is customisable to best suit the needs of your advisory practice, including providing white-label reports for your clients to help them understand the firm’s investment view.

My track record is a testament to how financial advisors can help their clients with this service. Achieving financial goals is a marathon, not a sprint. That’s why looking at longer term results matters. In My Opinion has helped financial advisors achieve the following results using unit trusts:

 

• 5-year annualised returns: 10.26%

• 10-year annualised returns: 8.47%

• Annualised returns since 2003: 6.89%

_{As of 31 Dec 2024, based on a 100% equity portfolio}

To explore further, drop me a note simon@inmyopinion.com.sg

With best regards,

Simon Liew

Click here to know more about me.