December 9th, 2020 / Insight posted in Articles

Money Matters: defining your investment strategy

Whether investing in your own right or in your capacity as trustee or attorney, there are a myriad of investment strategies to consider, and in the context of 2020 stock market performance, there are huge dilemmas in choosing one approach. The mantra that most investment advisers follow is that it is length of time in the market that counts, rather than choosing arbitrary events to dictate when you buy and sell. If you are personally liable for investment decisions made on behalf of others, or for yourself, 2020 has provided some anxious moments. As a trustee, even if you have delegated investment management to a fund manager, you still have an obligation to monitor performance and compare with the wider market. Unless you are a professional with the requisite skills, you probably need specialist support to enable you to discharge your duties appropriately.

We have pulled together legal, tax and financial planning experts from within Moore Kingston Smith to briefly highlight the investment obligations within the Trustee Act 2000, the benefit of having a defined Investment Policy Statement, and finally, David Mitchell explains exactly what ESG means. As always we are here to answer any questions, especially if others are relying on your decisions and you need a sense check. We are able to arrange a no-obligation video or voice call to help you, your family or contacts. We would love to hear from you.

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