10X

The benefits of index investing within multi-asset funds

July 12, 2021 | 13m 20s

Learning: Knowledge

At CoreShares, we believe that advisors play a multi-faceted role, from tax advice to withdrawal strategies and behavioural coaching, to name but a few. For example, helping investors to “stay the course”, and not panic-sell during volatile periods, adds significant value to an investor’s total return in the long term. Watch this panel with Gareth Stobie to see how you can bring more certainty to financial planning by minimising the moving parts and using evidence-based investing principles to meet your client’s investment goals mechanically, with greater certainty.