Investment Professionals

Global Infrastructure: Designed for Retirees

Key Takeaways:
• Infrastructure assets are considered by many advisers as
 ideal for retirees
• CORE gives a cost effective, diversified and international
 exposure to this sector
• CORE has outperformed many active funds over the
 past year, debunking the myth that active is always best
 in this sector

Managing volatility for your clients

The current COVID-19 concerns have rattled markets, with advisers fielding calls from concerned clients. In some cases, advisers may choose to add tilts or hedges for their clients’ investments, while for others, it will be better to stay the course. There are a range of ways to manage market volatility in a portfolio, some universally valuable, others dependent on the individual clients. In this paper, we’ve highlighted some of the most common. Download now In your discussions with clients, these principles can be a helpful starting point in reinforcing your approach and providing comfort in uncertain times. 1. Diversification ...