Share Portfolio Management

In order to achieve the very best performance from any portfolio, it is imperative that your investment is regularly monitored and always actively managed.

Investing in products where we do not actually know who is behind the ideas or what the portfolio consists of can often result in disappointment.

At Simple Investments our ethos is a relatively simple one consisting of three key points of focus:

• Understanding our customer’s objectives
• Individual research and analysis
• Active portfolio management

If these three benchmarks are met then it should be that success will eventually follow.

Of course stock markets are always full of surprises, however, with a stockbroker who knows you, understands your objectives and is helping you to actively manage your interests, you are much better positioned to negotiate through any turbulent times successfully.

Understanding our customer’s objectives

At Simple Investments one of our principal aims is to ensure that we know our customers and, more importantly, that our customers know us, their broker.

In order to help our clients achieve their goals we put a lot of emphasis on a comprehensive initial meeting or conversation in order to properly identify those objectives.

Individual Research and Analysis

Behind any successful investment portfolio lies a great deal of research. Our approach to investment research attempts to go beyond a cursory look at fundamental and yield values; we use a combination of technical analysis, sector analysis as well as assessing market sentiment.

Active Portfolio Management

It is our opinion that unless a portfolio is actively managed then it might not perform as robustly as it could otherwise.

Sentiment in the stockmarket changes regularly from year to year and, as a result, different sectors fall in and out of favour. With this in mind, it is our opinion that a portfolio which can change its emphasis to take advantage of these changes will fare better than one which cannot.