Episode 16: What will it take to serve retail investors in 2023?
IMAP Podcast Series - Independent Thought
Chapters
1:07
Being able to segment your clients
4:48
Technology is needed to run the business, manage investments, and communicate clearly with clients
7:13
Rebalancing portfolios quickly is key
11:41
Clietns may need a range of information types
15:55
Avoiding clients doubling up on exposures and risks
18:47
Minimising transaction costs and achieving the best outcome for clients
19:55
The impact on returns due to delays in transacting rebalancing
23:22
ESG and this growing client interest in it
34:55
Wrap up of final points
More Info
IMAP Podcast Series - Independent Thought
Episode 16: What will it take to serve retail investors in 2023?
Nov 01, 2022 Episode 16
IMAP

This podcast examines the challenges of servicing Retail investors' demands in 2023

  • What is your value proposition for different groups of clients and how to create a sustainable service option
  • Technology to implement your proposition and communicate efficiently with clients 
  • ESG: what are client preferences and how can advisors become comfortable in discussing ESG with clients. 
  • Ethical thinking in dealing with clients
  • Geopolitics: handling client concerns
  • Communicating with clients around volatility and appropriate actions or need to not make changes if not appropriate 

Featuring:
James Freeman, Philo Capital Advisers
Nick Mitchell, Mason Stevens
Steven Tang, Zenith Investment Partners
Rick Di Cristoforo, Morningstar
 
Moderated by David McDonald, CFA -  IMAP