Chapter 13 – Monitoring Your Investments

Once you have constructed your portfolio you will need to monitor it to make sure it is performing as you had hoped and that you are on track to achieve your investment goals. A financial adviser will, or can, review your investments at your annual meeting. For those that have taken the self-managed route, these…
The post Chapter 13 – Monitoring Your Investments first appeared on JP Fund Services.
The post Chapter 13 – Monitoring Your Investments appeared first on JP Fund Services.

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Chapter 12 – Past Performance VS. Future Potential

While you will no doubt have seen many notices about past performance being no guide to the future, you should certainly consider how an investment you are thinking of making has performed historically, and you should review their approach to managing risk too.   Investment returns tend to be cyclical. One style or market segment…
The post Chapter 12 – Past Performance VS. Future Potential first appeared on JP Fund Services.
The post Chapter 12 – Past Performance VS. Future Potential appeared first on JP Fund Services.

Read More

Chapter 13 – Monitoring Your Investments

Once you have constructed your portfolio you will need to monitor it to make sure it is performing as you had hoped and that you are on track to achieve your investment goals. A financial adviser will, or can, review your investments at your annual meeting. For those that have taken the self-managed route, these…

Read More

Chapter 12 – Past Performance VS. Future Potential

While you will no doubt have seen many notices about past performance being no guide to the future, you should certainly consider how an investment you are thinking of making has performed historically, and you should review their approach to managing risk too.   Investment returns tend to be cyclical. One style or market segment…

Read More

Chapter 11 – What are Emerging Markets?

In investment terms, emerging markets are those countries whose financial markets are less developed, and where investor protection and the overall market infrastructure is often weaker than in developed markets. For example, Eastern Europe includes Turkey and Russia, and further afield; Asian countries includes Malaysia and India. Some of these markets have been top performers…
The post Chapter 11 – What are Emerging Markets? first appeared on JP Fund Services.
The post Chapter 11 – What are Emerging Markets? appeared first on JP Fund Services.

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Chapter 11 – What are Emerging Markets?

In investment terms, emerging markets are those countries whose financial markets are less developed, and where investor protection and the overall market infrastructure is often weaker than in developed markets. For example, Eastern Europe includes Turkey and Russia, and further afield; Asian countries includes Malaysia and India. Some of these markets have been top performers…

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Chapter 10 – Build Your Own “Synthetic ETF”

First of all, a “synthetic ETF (exchange-traded fund)” allows portfolio managers and investors to select managed account structures from within the same asset class but with different risk and trading strategies. Prior to allocating funds to a synthetic ETF or managed account, it’s important to consider the investment’s past performance, past draw downs, the length…
The post Chapter 10 – Build Your Own “Synthetic ETF” first appeared on JP Fund Services.
The post Chapter 10 – Build Your Own “Synthetic ETF” appeared first on JP Fund Services.

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Chapter 10 – Build Your Own “Synthetic ETF”

First of all, a “synthetic ETF (exchange-traded fund)” allows portfolio managers and investors to select managed account structures from within the same asset class but with different risk and trading strategies. Prior to allocating funds to a synthetic ETF or managed account, it’s important to consider the investment’s past performance, past draw downs, the length…

Read More

Chapter 9 – Exchange-Traded Funds / Indices

Another “passive” option is exchange-traded funds (ETFs), which may be listed on a stock exchange and traded in the same way as you trade shares. Buyers purchase shares in the fund which trades on an exchange. Like index-tracking funds, ETFs aim to replicate the performance of a chosen index – for example, the Standard &…
The post Chapter 9 – Exchange-Traded Funds / Indices first appeared on JP Fund Services.
The post Chapter 9 – Exchange-Traded Funds / Indices appeared first on JP Fund Services.

Read More

Chapter 9 – Exchange-Traded Funds / Indices

Another “passive” option is exchange-traded funds (ETFs), which may be listed on a stock exchange and traded in the same way as you trade shares. Buyers purchase shares in the fund which trades on an exchange. Like index-tracking funds, ETFs aim to replicate the performance of a chosen index – for example, the Standard &…

Read More