The Core Satellite investing approach provides a framework for investors to allocate their investments across different asset classes, investing strategies and instruments. An Investment Plan can be formulated using the Core Satellite approach that ensures structure, rigour, process, appropriate capital allocation and personalised risk management according to a prepared plan rather than deferring to gut […]
Before making an investment decision on the basis of computer software, the investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the advice is appropriate in light of the particular needs, objectives and financial circumstances of the investor or prospective investor.
Investments can go up and down. Investors and prospective investors need to recognize that past returns are not a reliable indicator of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk, sector risk, company risk and liquidity risk. Investors and prospective investors should ensure that they understand the risks involved and have strategies to manage and minimize the negative impact that these risks may cause. If you have any questions, please contact Share Wealth Systems.
In providing the computer software packages, Share Wealth Systems does not take into account the investment objectives, financial situation and/or needs of any particular person.