Introduction:

• • Choosing the right investment manager is essential for achieving your financial goals.

• • It’s important to find an investment manager that aligns with your risk appetite, investment style, goals and timeframe

• • In this guide, we will go through the steps of how to find the right investment managers, including assessing risk appetite, niche investment strategies, historical returns, and short or long term investment horizons.

Step 1: Assess Your Risk Appetite:

• • The first step in finding the right investment manager is to address your risk appetite.

• • Your risk appetite is the amount of risk you are willing to take on in order to achieve a potential return.

• • Some investors have a high risk appetite, while others have a low risk appetite.

• • It’s important to find an investment manager that aligns with your risk appetite, otherwise, you may end up with investments that are too risky or not risky enough.

Step 2: Look into Investment Manager’s Niche Strategies:

• • Different investment managers have different strategies and focus on different niches.

• • Some investment managers focus on growth investments, while others focus on value investments such as dividends

• • Some investment managers focus on certain sectors, such as technology or healthcare.

• • Knowing the investment manager’s niche strategy will help you determine if the manager’s investment style aligns with your goals.

Step 3: Analyze Historical Returns:

• • One of the most important factors to consider  when choosing an investment manager is their track record of returns.

• • Look at the historical returns of the investment manager over the past several years.

• • Be sure to look at the returns of the investment manager over different market cycles, not just during a bull market.. e.g. 2008 or Corona. 

• • A consistent track record of returns is a good indicator of a manager’s ability to generate returns.

Step 4: Determine Short or Long-term Investment Horizon:

• • It’s important to know whether the investment manager is focused on short-term or long-term investments.

• • Short-term investments are typically more speculative and focus on quick gains.

• • Long-term investments are typically more stable and focus on steady returns over time.

• • Be sure to choose an investment manager that aligns with your investment horizon.

Conclusion:

• • Finding the right investment manager is essential for achieving your financial goals.

• • Be sure to assess your risk appetite, look into the investment manager’s niche strategies, analyze historical returns, and determine your investment horizon.

• • By following these steps, you’ll be able to find an investment manager  that are align with your goals and helps you achieve your financial objectives.