There's a reason why investment portfolios are sometimes delegated to the experts: you need someone with experience of both Asset Allocation and fund selection decisions.

In this episode, John McNicholas is joined by Phil Wellington, a Chartered Financial Analyst, Director and Investment Analyst at PortfolioMetrix. Phil has maybe an unconventional journey to his current role in investment management.

Partnering with Portfoliometrix allows Everlake to define and customise portfolio construction and implementation in a consistent and repeatable manner specific to the particular needs, such as optimised for Irish tax, or values, such as sustainable investing, of a particular client.

Main Topics:

• Introduction and Background of Phil Wellington
• Day-to-Day Responsibilities of a Portfolio Manager
• Concept of Asset Allocation
• Diversification in Investment Portfolios
• Investment Strategies and Risk Management

To find out more about PortfolioMetrix and Phil Wellington, head to https://www.portfoliometrix.com/.

PortfolioMetrix is independent of Everlake and the views and opinions expressed by PortfolioMetrix are not necessarily the views and opinions of Everlake.

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This podcast is intended for information and educational purposes only and does not represent a specific recommendation or advice for an individual to follow. Speak to your financial adviser, in the context of your own personal circumstances, prior to making any financial or investment decisions.