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New Star warning on reviewing portfolios

New Star Asset Management believes that individual inv-estors may be suffering significant losses because they are not regularly reviewing their portfolios.

The firm carried out a survey in association with NMG among 617 investors regarding the frequency with which they review their portfolios.

It found that 37 per cent of investors never review their investment portfolio and 14 per cent review them every two years or less. Only 21 per cent review their portfolio every six months or less.

New Star Investment Funds marketing director Rob Page says the infrequency with which investors review their portfolios is alarming as they are failing to change their investments in line with movements in the economic environment.

He says: “Given the amount of time and expertise which is required to manage an investment portfolio successfully,it is not surprising that many investors simply do not get round to reviewing their situation regularly.

“Individuals and IFAs may consider a fund of funds’ approach, where the responsibility for balancing of differing asset classes within a portfolio is outsourced to specialist investment firms.”



The FSA’s sensible fears at the misselling of whole-of-life insurance have aroused the legendary Terence O’Halloran’s ire at those of us who regularly recommend term insurance. In truth, I write this article thanks to some serious arm-twisting from my term insurance-recommending advisers, whose relative youth means that they have no idea of the wrath and […]

Pru to help design multi-ties

Prudential has signed a deal to help Tenet IFA network and Burns-Anderson design their multi-tie propositions. Tenet has over 3,500 advisers and has picked Pru because of its experience in developing multi-tie distribution platforms.

Proc fee payment pledge

Mortgages plc has enhanced its process for payment of procuration fees, saying payments will be dispatched to networks, packagers and brokers within 24 hours of completion.

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Healthcare predictions for 2015 from Jelf Employee Benefits

The continuing fall-out from the Competition and Markets Authority’s (CMA’s) review, the rise of the private GP and digital engagement will be the primary focuses in the private healthcare industry during 2015, according to Iain Laws, managing director, healthcare and group risk, at Jelf Employee Benefits.


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