 |
 | Client Care Program - A vital part of our ongoing service commitment to clients, the Values to Vision Client Care Program is outlined in detail here. |
|
 | DIAGNOSE-PRESCRIBE-MONITOR - A flowchart showing you how we work with you and what the benefits are as you work with us through the process. |
|
| Investing 1: Values to Vision Model Portfolios - A summary sheet outlining the five V2VFP Model Portfolios used to asset allocate client investments. |
|
| Investing 2: The Passive v Active Debate - Legal and General Investment Managers (LGIM) put forward the arguments for and against both passive (index) and active fund management. |
|
| Investing 3: Introduction to Dimensional Fund Advisors - An overview of the DFA approach to investing. Also includes various press articles (FT, Wall Street Journal etc) on DFA and key figures within the firm. |
|
| Investing 4: Damning Evidence Against Active Fund Management - A 2006 report from Thomas McGuigan demonstrating how, over time, the odds are stacked in favour of the passive investor. Based on US market data, the lessons learnt are just as valid for UK investors. |
|
| Wraps: A Guide to Wraps and Transact - A guide to the Transact wrap proposition |
|