Reporting Discrectionary Fund Management Events

In the modern world of communications the Discretionary Fund management style excels. Once invested you can normally set up an online access to your portfolio which details the funds, how they have performed and what the total investment value is relative to the initial investment. This gives the feeling of complete control, something that has never been available with the traditional method of investing. Receiving a written statement every six months or even annually sometimes came with huge disappointment because a fall in the value of the plan or perhaps not achieving the expected growth. When you have flexible access to your investment you can make investment decisions more quickly and therefore minimise the effect of negative market corrections.

What’s more with discretionary investing you get a meeting each year with the person who actually handles your money. In the meeting you will receive a report on the current investment strategy, expected growth for the coming year and if necessary a report on why actual growth for the previous year was less than the forecast. There is nowhere for them to hide from you. They are accountable to every client directly. They know that if they don’t perform well you will take their investment away from them. Without your money they are out of work.