Comparative Analysis: An Alternative Investment Model for a Structurally Changing Market Environment

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p60
Academic Journal
The article advises financial planners on investment models for structurally changing market environments. Financial advisors should avoid investments in companies with top-down business structures, as these are not guaranteed to remain profitable in the era of globalization. An alternative analytic approach to traditional portfolio analysis is comparative analysis, which is better suited to a rapidly changing market environment and can provide the basis for a more flexible asset allocation strategy.


Related Articles

  • Allocation allocation allocation.  // Money Marketing;11/25/2004, p48 

    Advises how independent financial advisers (IFAs) make appropriate asset allocation decisions. Adoption of portfolio construction tools; Approach that allows IFAs to invest according to their clients' attitude to risk and time to retirement; Question of what of adviser do IFAs really want to be.

  • Deliver what you promise. Thompson, David // Money Marketing (Online Edition);3/21/2013, p57 

    The article discusses the significance of clarity in explaining the value of a proposition and delivery of what have been promised on the success of the Retail Distribution Review (RDR) for financial advisers in Great Britain. It explores the two key elements in RDR success, the demonstration of...

  • FSA slip-up reveals its view of depolarised industry. Salmon, James // Money Marketing;9/22/2005, p84 

    Reports on criticisms of the British Financial Services Authority against the emerging shape of the Independent Financial Advisers (IFA) market post-depolarization, after mistakenly releasing deleted extracts from the speech byb chairman Callum McCarthy. Failure of the IFAs and trade bodies in...

  • Narrowly framed questions fail to meet life goals. Marotta, David John // Hudson Valley Business Journal;11/13/2006, Vol. 17 Issue 22, p15 

    The article guidelines for a financial advisor in financial planning. A good advisor starts comprehensive financial planning by understanding the client's personal goals, attitudes, and values. Every financial decision and investment should be made within the bigger context of the life's goals...

  • Tora: Why advisers should be wary of the global growth sector. Tora, Brian // Fundweb;10/ 2/2012, p11 

    The author reflects on the importance for financial advisers to be cautious of the global growth in the funds management industry. He cites the continued growth of the sector and it remains in sufficient demand to continue offering new fund. The author also mentions several global players in the...

  • Nic Cicutti: No time to be muddling through.  // Money Marketing (Online Edition);9/13/2012, p21 

    The author discusses the role of deadlines in the financial services industry in Great Britain. The author suggests that what matters most in dealing with deadline pressure is the way it is met. He also talks about the impact of deadline pressure on the advisers' effective advance planning and...

  • Choose Your PARTNER. Rusoff, Jane Wollman // Research;Apr2009, Vol. 32 Issue 4, p44 

    The article discusses the emergence of clearing firms and the increasing competition of the industry. It states that due to economic downturn, clearing companies continue to establish innovations to help existing clients and attract new ones. It cites an example initiated by First Clearing with...

  • HANDING OVER CONTROL. Bolin, Lynn // Finance Week;5/31/2004 Supplement - Richer Life, p12 

    Reports that an increasing number of investors in South Africa have begun turning to private client portfolio managers for their particular brand of customer service. Comparison between personalized investment management services and unit trusts; Team of investment professionals who will build a...

  • Are You Doing Financial Planning? Stevick, Glenn // Advisor Today;Jan2006, Vol. 101 Issue 1, p26 

    The article presents information on financial planning, which is defined as a process that determines the client's financial goals and provides a plan for achieving them. The process involves six steps including setting up of financial goals, gathering relevant data and analyzing it, developing...


Read the Article


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

Try another library?
Sign out of this library

Other Topics