Trilogy Financial Solutions advisers have been building diversified client portfolios for decades, which have seen many market cycles – both peaks and troughs.
In our latest update, Trilogy presents Maaike Van Tol of ANZ Investments (Co-Head of Diversified Portfolio Management) who provides her views and insights on the importance of a well-structured process when managing diversified funds.
Maaike is jointly responsible for managing diversified funds across ANZ Investments, which includes KiwiSaver, retail, whole and private bank portfolios. As part of this responsibility, Maaike is focused on the asset allocation process, which includes both strategic and tactical asset allocations.
In her update, Maaike highlights asset allocation, active investing, themes and trends in the market, and investment risks, along with some key, risk-management tips.
This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, ANZ New Zealand Investments Limited does not accept any responsibility or liability arising from your use of this information.