65 - The Metrics That Matter
TRAP: The Real Adviser Podcast
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Navigating the Polaris Fund Phenomenon
This chapter explores the growth and implications of the Polaris Fund, the largest in the UK, analyzing its structure and equity exposure. It discusses the changing landscape of investment funds, alongside advisors' evolving approaches to risk assessment and client communication. The dialogue emphasizes the need for personalized conversations about long-term financial security, particularly in light of market volatility.
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