Helping Asian Wealth Management Communities interact

How do you choose the right investment product for the current market environment? - Agnes Shea

Agnes Shea of Leonteq Securities

Mar 19, 2019

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1. How do you choose the right investment product for the current market environment?

Video transcript

1. How do you choose the right investment product for the current market environment?

First of all, you'll need to know what your investor is looking for, what their time horizon is, what amount of risk that they can take on, before you can really think of what product that actually makes sense. And obviously with the market has been rapidly changing, a lot of times it might work now; it might not work six months down the road, it might not work 12 months down the road. That's why it's super important to know what the investment horizon is for the investor, and I think that's why, for stricter products for example, we try to put that into our minds and make sure we know, for example, to come up with different solutions for a different time horizon, and also just to make sure that we apply the amount of reward for the risk that the client is willing to take on.