Written By Integrity365
Integrity365’s Investment Committee held their quarterly meeting in April. Alongside the usual review of our preferred providers and products, we welcomed sessions from various investment managers.
Legal & General provided an insightful overview of their proposition and confirmed our conviction in their fund management, with their Multi-Index range being a core component of our passive fund panel.
We also heard from two other providers, who are not currently on our panel. This is part of our commitment to ensure we receive a wide range of perspectives and are alert to any providers that would fit well with our clients’ needs.
We heard compelling arguments for both passive and active management, along with how these providers are responding to the need to embed technology into their offerings. We are also pleased to see that ongoing investment costs are reducing across the market, without compromising on the quality of research undertaken by the managers.
Our advisers also shared client feedback with the committee, to ensure we are meeting their needs and reviewing any specific requests. Overall, comments have shown that our clients are understandably relieved that the markets have settled in the last year or so, and we are pleased to see the performance of our Centralised Investment Proposition has held up well throughout the volatility.
We are continuing our due diligence on our preferred discretionary investment managers, with the shortlist complete and a decision to be made in the next meeting.
The next meeting is in July, when we will know the outcome of the General Election. We will discuss the outcome of this and the impact it may have on our clients’ financial planning.
If you would like to discuss your investment options with and Integrity365 Independent Financial Adviser, please do not hesitate to get in touch on 0117 450 1300.
Written By Integrity365
