Our first promise to customers of pooled investment products ( unit trust, ILP, ETF) and the financial advisors who provide these products is, ‘investing can be easy’.

We make investing easy by conducting research on the controllable factors of investing. Our research shows advisors what they can realistically do to generate profits for customers. Since we make investing easy, the natural question to ask is, ‘what is difficult?’

The truly difficult things in investing are:

1. Letting time do its thing. It’s not easy to visualize 10 years and be prepared to largely ignore the portfolio for this period.

2. Not be tempted to book profit at every 10% gain. If we are chasing a long term compounded return then how much sense does it make to keep acting on the portfolio and create reinvestment risk. The portfolio manager is in any case booking profit at stock and asset class level.

3. Too frequently provide the customer market updates. Some advisors spend a lot of effort to send out daily, weekly and monthly fund and market updates to the customer because of a desire to show that they are doing something.

In the photo we are doing something different. This time the prize during the preview presentation of the UT/ILP investment Sales Master Class was given jointly to three advisors – Kaylen Lee, Shannon Lee & Adelene Toh, from Director Jasper Seah’s agency.