The Emery Little investment committee met in February and our Financial Planners, Harry Dunkinson and Michael Gibbins discuss some of the high level themes in this video.
- The role of the investment committee
- An introduction to our investing partners, Albion Strategic Consulting
- The nature of discussion at the investment committee
- Reviewing the data to ensure portfolios are still serving the long term aims of financial plans – the good news is that they are
- Investment volatility
If you have problems viewing the video, try this link instead.
If you’d prefer to read the discussion, here’s the transcript.
If anything in this video raises a question for you, please get in touch.