Each month you will receive a full set of unbranded factsheets detailing current tactical positions, relative performance and security selection.
This abridged document describes the principles employed in creating and managing the assetfirst range of portfolios and is supplied to all firms subscribing to the service.
Passive investment specialist IFA Andrew Whiteley and Independent Analyst Steve Williams have joined forces to launch assetfirst, a unique, fee-based, model portfolio service designed to assist other advisers to comply with the demands of the Retail Distribution Review (RDR)...
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"As we gradually move to a fee based market, initiatives such as Assetfirst will become increasingly important to advisers as they realise the low cost and transparent benefits offered by exchange traded funds (ETFs)."
David Bower, Director, iShares
