As and when a multi-asset fund scores highly as a result of thorough and objective research compared with other funds, then of course it would merit consideration for inclusion within a portfolio. In the face of increasing market and regulatory change, it is very easy for advisers to lose sight of what it is they do to add value to their clients. When considering an investment strategy and process to use, IFAs still need to stick to their guns in terms of what they do well - whether investment-oriented or some other specialist area of expertise - and promote their story loud and clear and drive forward the value and benefit of independent advice.
Nick McBreen is an IFA at Worldwide Financial Planning
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