Identify the investment
Understand the category, objective, structure and role before looking at performance numbers.
FINANCIAL GOALS PLANNING
Financial goals planning. Give every goal a number and a timeline.
Financial goals planning connects what you want to achieve with the amount, time horizon, priority and financial resources required to pursue each goal.
FINANCIAL GOALS PLANNING
Start with the question you need the investment to answer.
Investment analysis starts with understanding what an investment is supposed to do, then examining evidence about its behaviour, risk, structure, costs and suitability for the role being considered.
Ask better questions
Compare relevant evidence rather than relying on a single return, rating or headline number.
THE PRACTICAL WORK
Analyse evidence in context.
A structured analysis can examine performance, consistency, risk, portfolio or structure, management or strategy, costs and comparisons with relevant alternatives.
Connect to purpose
An investment cannot be evaluated properly without knowing the role it is expected to play.
Form a conclusion
Bring the evidence together into a documented conclusion, while recognising that analysis does not automatically make a personalised recommendation.
KEEP LEARNING
From analysis to investment planning.
Investment analysis works best inside a wider investment and financial planning process, where goals, time horizon, risk and asset allocation are considered before individual options.
LEARN THE FULL PROCESS
Understand your money.
Build your plan.
Work through financial planning, investment planning and analysis in live coaching.