How Independent Advisors Select Investment Products

April 2006
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p80
Academic Journal
The article reports on how independent financial advisors select investment products. When selecting products most investors look at several factors, including expense ratio, five-year performance, manager tenure, duration (for bond portfolios), risk-adjusted performance, three-year performance, style consistency within portfolios, average credit quality, 10-year performance, and category ranking. The article presents an in-depth look at how to rate an investment product based on all of these factors.


Related Articles

  • Martin Currie assets roll into Henderson funds.  // Fund Strategy;4/23/2007, p8 

    The article reports on the incorporation of assets of Martin Currie Income and Growth trust into two Henderson funds in Great Britain. It reveals that the £125 million Martin Currie Income and growth trust that was managed by Ross Watson will be incorporated into the Henderson funds. In this...

  • A sense of rebalance. Teasdale, James // Money Marketing;5/11/2006, p65 

    The article reports that the Adviser Fund Index (AFI) panelists in Great Britain have added 23 new components and have eliminated 21 funds across the whole AFI series after last week's rebalancing. The AFI panelists have added 22 funds to the Aggressive AFI. The number of Balanced AFI...

  • Fofs 'come of age' with £2.2bn sales. Ahluwalia, Ravneet // Money Marketing;5/11/2006, p30 

    The article reports that the Investment Management Association has revealed that fund of fund sales in Great Britain have grown more than six-fold in the last three years. Net retail sales reached £2.2 billion in 2005, up from £340.4 million in 2003. This growth has continued into 2006,...

  • Product News.  // Money Management;8/17/2006, Vol. 20 Issue 30, p24 

    The article reports developments related to financial services industry in Australia. Lachlan Office Property Fund has launched its fifth offer under Product Disclosure Statement number five and is also introducing a distribution reinvestment plan. Adelaide Managed Funds (AMF) has lodged the...

  • Flexible Funds Attract Jittery Investors. Britton, Diana // Registered Rep;May2011, Vol. 35 Issue 5, p19 

    The article reports that financial advisors and investors have turned to mutual funds as the latter have more flexible directives that would protect their portfolios worldwide. According to research firm Lipper Inc., more investors and advisors have gone into global flexible funds during the...

  • Isaac adds US housebuilder to M&G High Yield Corporate Bond. Yarker, Jonathan // Fundweb;3/19/2013, p10 

    The article reports on the addition of an American housebuilder to Stefan Isaac's 1.4 billion euros M&G High Yield Corporate Bond fund. It states that the fund manager has bought bonds from Taylor Marrison in February 2013 on the back of the positive outlook in the U.S. housing market. This...

  • Gee: Product providers should ignore IFAs at their peril. Gee, Philippa // Fundweb;3/19/2013, p14 

    The article discusses the author's view on retail distribution review (RDR) in Great Britain. It states that product providers see RDR as a green light to ignore independent financial advisers (IFAs) completely and bring their direct offering. It suggests not to forget IFAs altogether to avoid a...

  • The Indie Edge. Reinhart, Len // Financial Planning;Jul2003, Vol. 33 Issue 7, p35 

    Discusses the three important factors that separate independent financial advisers from wirehouse brokers. Freedom of choice; Full disclosure of the pricing structure; Absence of propriety products.

  • Vanguard Plans to Launch Institutional Share Class. Barney, Lee // Money Management Executive;6/12/2006, Vol. 14 Issue 23, p3 

    The article reports that Vanguard will launch a new share of class for institutional clients called Signal Shares on July 2006. This will initially apply to equity and fixed-income index funds, with fees ranging from 9 to 13 basis points. It will eventually be applied to more of Vanguard's...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics