Investment planning and asset allocation

Keeping up with the science

Investment planning is the process of matching your financial goals and objectives with your financial resources. Technology, ever-increasing investment opportunities and regulations all continue to change. But has your investment strategy kept pace?

Investment planning and asset allocation is a multi-stage process. The actual execution of investment transactions is virtually instantaneous, but the decisions behind them need time and should not be hurried. There are many different approaches to the investment planning and asset allocation process, but most will broadly follow the step-by-step framework explained in this guide.

The Guide covers the following topics:

    How knowing your attitude to risk should be an integral part of your investment strategy
    Asset allocation is arguably one of the most important factors for generating returns.
    What you should consider when picking a fund to invest in.
    Once you have an investment plan, you should choose your tax structure and investment platform.

Investment planning and asset allocationClick here to download your copy of ‘Investment planning and asset allocation’.

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This publication is for general information only and is not intended to be advice to any specific person. You are recommended to seek competent professional advice before taking or refraining from taking any action on the basis of the contents of this publication. The Financial Conduct Authority (FCA) does not regulate tax advice, so it is outside the investment protection rules of the Financial Services and Markets Act and the Financial Services Compensation Scheme. This publication represents our understanding of the law and HM Revenue & Customs practice as at 1 July 2022.