Rather than cold - calling investors and pitching specific stocks or
investment ideas, the typical job of those formerly known as «stock brokers» is now helping clients develop and put into motion long -
term, comprehensive financial
plans.
An
Investment Plan can be formulated using the Core Satellite approach that ensures structure, rigour, process, appropriate capital allocation and personalised risk management according to a prepared plan rather than deferring to gut feel and social defaults, such as balanced mutula / managed funds where 75 % of workers» long - term core investments res
Plan can be formulated using the Core Satellite approach that ensures structure, rigour, process, appropriate capital allocation and personalised risk management according to a prepared
plan rather than deferring to gut feel and social defaults, such as balanced mutula / managed funds where 75 % of workers» long - term core investments res
plan rather than deferring to gut feel and social defaults, such as balanced mutula / managed funds where 75 % of workers» long -
term core
investments reside.
Rather than one - off projects, the
plan comprises long -
term, sequenced
investments that mutually reinforce each other and link to other critical activities, such as policy and regulatory reform and capacity building.