Happy New Year

As the New Year begins, a year that is likely to be a bit tougher than the last, it is good to reflect that the right investment focus is being maintained.

Most of the discussion within the Investment Industry is on the inconsequential and often to short term in focus.

I have had the honour of managing and determining the investment strategy for a large Australasian insurer.

There is lot to learn from managing insurance portfolios, not the least focusing on the right investment goals, understanding risks and the level of tolerance for risk, appropriately benchmarking what success looks like, and taking a longer term perspective.

These issues are well articulated in this article.

Build robust investment portfolios. As Warren Buffet has said: “Predicting rain doesn’t count. Building arks does.”

Therefore, make sure your investment portfolio is an all-weather portfolio and the ongoing debate and focus is always on the consequential.

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