The benefits of index investing within multi-asset funds
- 13 mins 20 secs
At CoreShares, we believe that advisors play a multi-faceted role, from tax advice to withdrawal strategies and behavioural coaching, to name but a few. For example, helping investors to “stay the course”, and not panic-sell during volatile periods, adds significant value to an investor’s total return in the long term.
Watch this panel with Gareth Stobie to see how you can bring more certainty to financial planning by minimising the moving parts and using evidence-based investing principles to meet your client’s investment goals mechanically, with greater certainty.
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10XVisit coreshares.co.za for more insights or to contact us for additional information.
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