Over the past two weeks, we have looked at how best to set up a portfolio of assets for your heirs. This is the last in the series, from Graeme Körner, founder of Körner Perspective.
Having explored the importance of estate planning and providing for long-term continuity, we will now look at the role asset allocation or selection plays in making your portfolio more resilient.As you complete the first two steps — separating yourself from your assets, and engaging with your long-term appointee — you may well realise that the way you manage your portfolio is probably going to change significantly.
A simple example may be an elderly portfolio holder who decides to follow a conservative investment strategy rather than a more growth-orientated asset approach, such as local and foreign equities more suitable for their heirs. This investor’s view could be because they are comfortable with low-risk assets, or because they are unwilling or unable to consider companies in new sectors. It could also be a reaction to volatility and uncertainty in investment markets.
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