How rethinking portfolio diversification can help support more holistic advice, potentially boost investor returns and offer significant tax advantages

Diversification should be at the core of every portfolio, at least according to traditional financial theory.

But the recent period of economic uncertainty means both financial advisers and their clients continue to question whether investment portfolios constructed by traditional approaches are capable of achieving the expected client outcomes.

Our new paper - written by Nick French, Chief Distribution Officer and Dan Appleby, Chief Investment Officer Listed Investments, challenges traditional approaches and instead, explores diversification using alternative asset classes.

Could this innovative approach unlock potential for your clients, plus offer value-added tax benefits?

Share your thoughts

This discussion paper has been written to encourage debate. So, we would love to hear from you to discuss the merits of this deeper, more comprehensive approach to diversification.

Should you have any questions or require further information, our expert team of regional Business Development Managers are ready to help. Get in touch with us at [email protected]

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