Having a clear view of all your existing pensions and investments can be quite a challenging task and bringing them together can help you make sense of where your money is invested and how it’s performing. Consolidating your portfolio can facilitate your investment decisions and eliminate a lot of costs and paperwork. . For an individual or company who consolidates existing pensions, a self directed pension or a self administered pension can also have advantages when it comes to designing an investment strategy which is most suitable for a particular retirement goal.
To find out more about consolidating your portfolio please email us at info@ckfinancials.ie
Increasing investment returns is all about managing risk and getting the right balance between different types of investment, taking into account your goals and attitude to risk.
Over time, asset allocation can explain about 90% of a fund’s return so it’s important to get it right.
By combining different types of investments in your portfolio, you can reduce exposure to unnecessary risk as returns produced by different asset classes are likely to behave differently and move in different directions. This can be achieved for example by investing in non collated assets or in absolute return funds.
We can assist you in creating a diversified portfolio that matches your risk appetite and maximises investment returns. To find out more about investment advice and all the options available to you click here (link to Investment advice). You can also email Sheila at scassidy@ckfinancials.ie or Declan at dkeegan@ckfinancials.ie
