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The importance of balancing risk vs returns

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Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Understanding risk is a critical factor in assessing whether an asset is suitable for a client's portfolio and is a core component of Philip Ryan’s fund management philosophy.

Philip is the managing director of Trilogy Funds and joins host James Mitchell on this episode of The ifa Show to share how he got started in financial services, what differentiates his business from other players in the property-based funds sector, and why his team chooses to work on "vanilla" projects.

Philip also details the varied cross section of skills within his committee, the due diligence process that goes into each investment, and the importance of mitigating risk through diversification.

  continue reading

259 episodes

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The importance of balancing risk vs returns

The ifa Show

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Manage episode 248303310 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Understanding risk is a critical factor in assessing whether an asset is suitable for a client's portfolio and is a core component of Philip Ryan’s fund management philosophy.

Philip is the managing director of Trilogy Funds and joins host James Mitchell on this episode of The ifa Show to share how he got started in financial services, what differentiates his business from other players in the property-based funds sector, and why his team chooses to work on "vanilla" projects.

Philip also details the varied cross section of skills within his committee, the due diligence process that goes into each investment, and the importance of mitigating risk through diversification.

  continue reading

259 episodes

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