9
Smarter product choices
Now is the time to pull the trigger and turn your thinking into reality. It is not too hard with a bit of guidance.
At this point you will have selected your Smarter Portfolio and chosen the level of home bias, asset class diversification and return tilts that you feel most comfortable with. Now you need to decide how you can best replicate the risk factors that you want exposure to in your portfolio. That process requires the establishment of some selection criteria, which we will review below.
Even if you decide that you are going to use an adviser to help you (see Chapter 10), this chapter is important because it will provide you with a framework to analyse the product selection choices that they make and to ...
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