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The Gold Standard of Investing

Different levels of competency exist within the financial advice/ financial management sector. Financial advisers of the highest standard build sustainable client relationships through efficient and proven customer-centric processes that provide long-term value for their customer. Such processes help to maximise investment returns of their clients and provide growing levels of funds under management for the highly competent advice firm.

 

This feature focuses on the processes that highly competent and successful advice firms adapt for their firm to maximise client efficiencies.

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INVESTMENT RESEARCH
  • Discover the Gold standard process for investing
  • Find out how to identify and maintain a portfolio of top performing funds
  • How to maintain the perfect balance between risk & reward
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The Asset Allocation Model Used By Investment Advisersces

There are many different asset allocation models available but among the most respected are those from Dynamic Planner. Founded in 2003, Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners. Their asset allocation models range from 1, which represents the lowest risk, to 10, which represents the highest risk. 

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INVESTMENT RESEARCH
  • 10 risk rated asset allocation models created by Dynamic Planner and used by more than 6,500 advisers
  • Find out the asset classes used and their weighting within each of the 10 asset allocation models
  • See which asset allocation model best suits your investment profile

How To Maximise Your ISA Portfolio Growth

There are over 2,300 ISA eligible unit trust funds that are managed by over 100 different fund management firms available to UK investors. Each fund sits within a particular investment sector based on their asset type, region or industry sector.

 

Within this article, we detail the most efficient process for building a TOP performing ISA portfolio within an asset allocation model suitable to your investment goals. 

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INVESTMENT RESEARCH
  • The benefits of investing in funds that consistently perform in the top 25% of their sector
  • Portfolio growth of a top performing ISA portfolio up to March 2017
  • The importance of regular reviews to maintain top performance
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Why Focusing On Cost Has Caused Investors To Miss Out On Growth

The crash of 2008 caused massive losses that hit the investment industry hard. Almost overnight, investor confidence turned to fear. Long-standing financial institutions went under, and many others battled for survival.

Ten years on, the markets have rebounded, and a bull market remains in full swing, but the after-effects of the financial crisis have reshaped the landscape. Fear of losses from poor fund management has fuelled the growth of ETFs and index tracker products, whose low-cost models have helped put cost rather than performance at the top of the investment decision-making process.

But is today's cost focused investor missing out on bigger opportunities and better returns? 

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REPORT INCLUDES
  • The rise of cost-focused investors
  • Why a cost-centric approach can end up costing more
  • How efficient portfolios focused on value can deliver better returns
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How Yodelar Rates Fund Performance

With some 70,000 investment funds and share classes available, even with a defined asset allocation model, the enormous scale of choice makes it practically impossible for investors and professional investment advisers to efficiently analyse, rate, segment and select investment funds that deliver the best mix of balance and performance. Find out how Yodelar rates fund performance in order to make it easy to identify the top performing funds.

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INVESTMENT RESEARCH
  • The importance of consistency when making fund choices
  • Find out what makes a top performing fund
  • How each fund is rated from 1 to 5 stars

Yodelar Investor Magazine

Access up-to-date fund manager reviews and fund manager league tables, best performing fund reports, top portfolio reports, and much more every month as part of the Yodelar Subscription. Subscribe today and get instant access to all for £1.

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INCLUDES
  • Fund manager league tables & fund manager reviews
  • Fund performance tables on all funds
  • 1-5 star performance rating applied to each fund according to sector

Get A Free Analysis of Your Portfolio

Submit your portfolio for a complimentary analysis. Our new business team will analyse each fund you invest in, and identify how they rank for performance alongside all other competing same sector funds. Get a comprehensive quality review of your overall portfolio. It all starts here, and it all starts free.

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ANALYSIS INCLUDES
  • Detailed Fund rating (1-5 star)
  • Overall Portfolio Analysis (1,3 & 5 yrs)
  • Top Portfolio Comparison