First Quarterly Newsletter – Brexit

November 14th, 2019 | News | By Tim Mogford

The link below is for Future Asset Management LLP’s first quarterly newsletter:

Future Asset Management LLP Quarterly Newsletter November 2019

The newsletters will aim to give our valued clients an insight into our views and processes.

The release of the newsletter will also coincide with our internal Investment Committee meetings.

The purpose of the Investment Committee is as follows:

  • Monthly measurement of the performance of investments against set criteria
  • To critique investment or fund managers and discuss their propositions when required
  • Review the effectiveness of client’s investment strategies and agree initiatives to improve the strategy where necessary
  • Manage risks such as reviewing tax wrappers, wrap platforms, underlying investments, market outlook and adviser compliance to the investment proposition and service

By adhering to the above, we are able to continually ensure the recommended solutions continue to meet client’s objectives.