As an investor, you’re supposed to have different virtues, such as patience. Also, you need to avoid various trends. Finally, you shouldn’t follow the crowd. However, you need to have a long-term vision that will fuel the success of your investments; these are sentiments offered by John Hailer, the Diffractive Managers Group Chairman.
Advising investors to focus on long-term goals is easy; nonetheless, the main focus should be developing an investment portfolio allowing investors to attain these goals. According to John Hailer, the main focus should be on diversification, and the primary focus shouldn’t be only on returns but on long- and short-term volatility and risk. The investment portfolio should withstand the ups and downs present in the market if an investor is to focus on long-term goals.
Financial Advice and Fund Ratings
The ubiquity of the fund classification systems usually poses a challenge to investors looking for a properly diversified and well-constructed portfolio. The rating systems help to promote transparency, and they’re important for investors. However, investors require the help of financial problems if they are to utilize the fund classification systems accordingly.
When looking for good portfolio construction, the main focus should be on looking for a portfolio that takes the investor into consideration and the individual funds based on how they interact with all the holdings present in the portfolio.
Put the Investor First
It may sound simple; nonetheless, businesses are supposed to put their customers first.
According to John Hailer of Natixis, a wealth management firm, the main focus should be on the investor, which means every dollar they issue for investment purposes should be protected. How? At Natixis, John Hailer separates money management and business strategy. When the portfolio manager adheres to their role, the business equation shouldn’t worry them. Instead, they should focus on the investor.