Fund research question
In addition to my sketchy knowledge on bonds (thanks everyone for their help and input on that one!), I've also not done much in the way of fund selection. I've done a fair amount of research on clients' existing holdings and how they would compare to another portfolio, but I've been given this brief, and, to be completely honest, I have no idea where to start:
"I’d like to put together an advice record for £350k of cash held within his FPI portfolio bond which is held within his Malta QROPS, perhaps split between 3 low-cost ETFs"
I have another client looking for low cost ESG investments too.
I lost my fund research guru last year and I used to lean heavily on him for this sort of work as it's his strength and he enjoyed it, and now I need to find a way of learning how to do this myself.
I have access to FE analytics but I feel it's a case of "all the gear but no idea!"
Any tips/suggestions, and resources to refer to would be massively appreciated!