Guy Fraser-Sampson’s Top Tips on Creating a Successful Investment Strategy

In an interview with Executive Offices Group, Guy Fraser-Sampson of Cass Business School and Policy Exchange shares his top tips for creating a successful investment strategy

London, United Kingdom, May 12, 2011 --(PR.com)-- Events in recent years have turned conventional finance theory upon its head and made navigating the world of finance trickier than ever. Investing can seem daunting at the best of times, and with the backdrop so uncertain it looks as if 2011 isn't going to get any easier for investors. 

Guy Fraser-Sampson, Head of Financial Policy at Policy Exchange and MBA tutor at Cass Business School, has nearly 25 years of experience in the investment arena and has developed an abiding interest in investment strategy, portfolio theory and asset allocation, an area in which he is now recognised as an expert and thought leader. In a recent interview with Executive Offices Group for its London Hotspots Blog, Guy shared his top tips for creating a successful investment strategy. 

Tips for creating a successful investment strategy:

Above all, start not by thinking about what you want to invest in, but about what you want to achieve

Then think about yourself as an investor. Are you long term or short term? To what regulatory or legal constraints may you be subject?

The answers to these questions should push you in the right direction so far as asset allocation is concerned

Make meaningful allocations to different asset types. Less than 10% is not meaningful, unless you are one of the world’s largest investors

Diversification across asset types is at least as important as diversification within one single asset type

Unless there is some good reason not to, strongly consider passive investing where there is a satisfactory beta return available

To discover more about Guy’s views and working life in finance, read the full interview on the London Hotspots Blog.

Guy has written several books on finance and investment, including Private Equity as an Asset Class and Alternative Assets: Investments for a Post-crisis World, and also has No Fear Finance, an introduction to finance and investment for people who do not have a quantitative background, coming out in September 2011.

Find out more about Guy Fraser-Sampson though his website, Twitter profile(@guyfsUK), and LinkedIn profile. You can also engage with Cass Business Schoolon Twitter (@cassinthenews) and LinkedIn.

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