Providing a bespoke and often all-encompassing service requires advisers to dedicate more of their time and resources to a much smaller client bank than that of a typical financial planner. We caught up with Michael McCroddan of Hanbury Wealth to ask him what challenges an adviser should watch out for. Download the cribsheet for free here: http://www.slideshare.net/Newmodeladviser/adviser-knowhow-familyoffice
Natixis Global Asset Management
How much value does your fund manager add to your equity investments?
Active share is one tool that can help answer the question by accurately measuring how similar the securities in a fund are to its benchmark.