Tag: portfolio construction

In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both scalable and highly customised has never been more valuable. That was the central message from Rebecca Jacques, head of wealth management investment solutions at Mercer, as she addressed the insiders community during a panel session at The Inside Network’s Investment Leaders Forum.

For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .

As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this context, investment consultancy Atchison views portfolio construction not as a back-office function, but as a critical growth lever.

In an evolving investment landscape, alternative assets are no longer a fringe consideration—they have become an essential component of a well-structured portfolio. Advisers are increasingly looking beyond traditional equities and fixed income to seek diversification, uncorrelated returns, and improved resilience.

Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an enlightening exercise.

Diversification is one of the most effective tools an investor can use, for the simple reason that spreading risk means you are unlikely to get wiped out if one or two investments go bust. But it is not a foolproof concept, and in fact it is laden with potential traps.

The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.