Tailored Portfolios

Considerations for a Tailored Portfolio

Other money managers may take an age-based approach or have you fill out a basic questionnaire to determine an optimal asset allocation or investment strategy. At Fisher Investments UK, we take a comprehensive approach, entailing a thorough information-gathering process that considers a variety of factors to create tailored portfolios for clients.

Some factors we may consider to create optimal long-term investment strategies for clients include:

• Your Investment Time Horizon – How long do you expect to need your money to be working towards your objectives?
• Investment Objectives – What portfolio value and cash flow do you wish to target over your investment time horizon?
• Cash-Flow Requirements – How should your portfolio be managed to accommodate your cash-flow needs?
• Outside Assets – Are there assets not being managed by Fisher Investments that should be considered when constructing your portfolio?
• Outside Income – Do you receive cash flow from sources other than your portfolio?
• Attitude to Risk – How comfortable are you taking risk (i.e., volatility)?
• Capital Gains – Do you have realised or unrealised gains or losses to consider in the management of your portfolio?*
• Restrictions or Customisations – What other personal needs or desires should we consider?