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Clerical targets IFAs with portfolio guide

Clerical Medical is offering a guide designed to help IFAs establish and review investment portfolios for new and existing clients.

The Advisers Guide to Portfolio Construction offers step-by-step instructions through the process of establishing a client&#39s investment requirements, constructing a portfolio and conducting a review.

Clerical says portfolio construction is an essential part of the financial planning pro-cess, especially in the current climate of reduced commission levels and client concern about choosing the right investment strategy.

The guide is targeting IFAs relatively new to investment as well as those already advising clients in this sector.

The section on a client&#39s requirements tells IFAs about the importance of deciding investment objectives such as the returns required, investment period, attitude to risk, liquidity, tax position, flexib-ility and considering other investments required.

The section highlighting building a portfolio explains the background to the full range of asset classes available and advises how to determine an asset split.

The final section describes how advisers should conduct portfolio reviews to ensure initial investments are still relevant to the client&#39s objectives over time.

Clerical says the generic guide is relevant to the whole market rather than just its own funds under management.

Head of IFA marketing Keith Gilmour says: “IFAs can add real value to the service they provide by helping clients to review their individual portfolios and ensure their existing investments are still working in the client&#39s best interest.”


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