Investment Planning Process – Fund Selection

Fund selectionSelecting funds and building portfolios can be a time consuming and demanding process. All this requires access to the right investment solutions, with the flexibility to refine the investment choices as the needs of the client change. To select suitable funds, you need to conduct full due diligence on fund managers and not just pick top performing funds.

Having selected the funds it is important to periodically check that the portfolio is still meeting the client’s risk profile; this is sometimes called ‘beta’ testing.


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Understanding investments

Improve your investment planning knowledge by watching the following three videos that introduce suitability, diversification and outsourcing investments.

Importance of diversification

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This video looks at how to measure investment risk, how to reduce risk through diversification and how to diversify a portfolio.

Importance of suitability

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This video looks at the fact finding process, how to determine your client’s risk score and how to read risk profile scores and assess suitability.

Outsourcing investment

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This video looks at which type of outsourcing is suitable for your client, what are Multi Asset Funds, why outsource investment management and what are the benefits of outsourcing.


Support material

Business transition – investment planning options

Business transition

– investment planning options. By Mimi Pienaar

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Investment Planning

the seven key areas

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