Five ways an investment manager can transform your portfolio

Embarking on an investment journey can be both exciting and rewarding. While some investors successfully navigate the financial markets on their own, others may find themselves making mistakes that can negatively impact their portfolios.

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Angelique Ruzicka
Published: 02 Feb 2024 Updated: 02 Feb 2024
Savings and investments

Making informed investment decisions requires a deep understanding of various factors. One way to navigate this complexity is by enlisting the expertise of an investment manager.

As with all investing, remember that investments go down as well as up and you may not get back the amount invested.

Here’s how Evelyn Partners’ investment managers can significantly enhance your investment experience.

1. Expert advice and specialised team support

One of the primary advantages of having an investment manager is gaining access to expert advice backed by a specialist team. Investment managers work with a team of analysts who possess in-depth knowledge of specific sectors and industries. This collective expertise allows for understanding of market nuances and abrupt changes within sectors.

In a rapidly evolving financial landscape, having professionals who can navigate these intricacies is crucial. The collaborative effort of an investment manager and their team ensures that your investment strategy is well-informed, adaptive, and aligned with your financial goals.

2. Setting the right objectives

While many investors focus solely on beating market benchmarks, our investment managers take a more comprehensive approach. They not only aim to outperform the markets but also consider the importance of beating inflation. This dual objective ensures that your portfolio not only grows but also preserves its real value over time.

By aligning your investment goals with both market outperformance and inflation-beating returns, our investment managers provide a holistic strategy that reflects a balanced and sustainable approach to wealth accumulation.

3. Avoiding speculative bets

Our investment managers distinguish themselves from speculators by taking a long-term view and prioritising capital preservation.

Speculation involves high-risk bets and short-term thinking, often driven by market volatility or trends and individual investors can fall into a trap of adopting this strategy often through taking what they read in the papers to heart or getting tips from friends.

In contrast, our investment managers focus on making strategic investments that withstand market fluctuations. It reduces the risk of impulsive decisions and helps to produce steady, sustainable returns over time.

4. Eliminating emotional bias

Emotions can cloud judgement and lead to poor investment decisions. Evelyn Partners investment managers are trained to remove emotion from the equation. Their disciplined approach involves a systematic analysis of market trends, risk assessment, and strategic decision-making.

By minimising the impact of behavioural biases and avoiding emotional pitfalls, investment managers help ensure that your portfolio remains rational, objective, and in line with your long-term financial objectives.

5. Time efficiency and expertise

Managing investments requires time, dedication, and a deep understanding of financial markets. By entrusting your portfolio to the right investment manager, you save valuable time while tapping into their expertise. Investment managers, along with their team of specialists and analysts, can conduct thorough and detailed analyses that are often difficult for individual investors to replicate.

The time saved can be redirected towards personal pursuits, leaving the complexities of financial management in the capable hands of professionals who are passionate about what they do.

In the intricate world of investments, an investment manager can be your guiding light, providing expert advice and strategic insights. From avoiding speculative risks to saving time and benefitting from a team of specialists, the advantages of having an investment manager can extend far beyond traditional DIY approaches.

Consider partnering with Evelyn Partners’ investment managers to build a portfolio that stands the test of time and helps you achieve financial freedom.

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Important information

By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. Details correct at time of writing.