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This document summarises all of our main explanations of our approach to investment management and evidence based investing. At Swallow Financial Planning we follow what is called “evidence based” investing. Whilst the name is self-explanatory, as so few advisers take the same stance as us we have explanatory notes to help you understand what we are doing and why it works.
This note explains the evidence based reasons for our choosing Passive rather than Acitive investment funds.
An essential part of being able to provide ongoing investment advice is for us to understand your risk profile. By this we mean to determine your aversion to taking risks with the capital value of your investments. These notes are designed to dovetail with our further notes on asset allocation and our asset allocation report.