In a rapidly evolving world, investment solutions need to communicate clearly on their strategy and potential value as an investment to cut through the noise in a crowded market.
Independent Financial Advisers play a crucial role in shaping their clients’ financial futures. However, explaining the complexities of different investment products can be challenging, especially given the diverse knowledge and risk preferences of retail investors. The ability to confidently detail economic factors and provide context for why one financial product is preferable over another ensures advisers and their clients can make decisions with clarity and confidence.
Schroder Global Multi-Asset Portfolios (GMAP) are specifically designed to navigate the dynamic and ever-changing world we live in. Fully diversified across a range of assets and markets worldwide, they employ active asset allocation and stock selection where needed, and a passive approach where markets are efficient, ensuring cost-effective trading for the end investor. They are also risk-mapped, providing a range of risk levels to suit differing preferences.
Hub initially conducted research with Independent Financial Advisors (IFAs) alongside Schroders to hear directly from them what would help inform and educate their clients. This research revealed a clear need for resources to provide clients with knowledge on financial markets, different investment strategies, and the benefits of Schroder Global Multi-Asset Portfolios.
Armed with this insight, Hub developed a strategy and content that could be used by IFAs and retail investors keen to conduct their own research. This included explainer videos, articles, and infographics.
The strategy effectively showcased a range of content that informed and educated retail investors, whether through their IFA or directly. It also highlighted the benefits and value of Schroder Global Multi-Asset Portfolios and their suitability for a range of differing needs and risk preferences.
