64: How advisers are managing customers’ risk/return expectations, with Andy O’Shea, Pharon IFA

We’ve unintentionally created a series in the past few months on the podcast. From the episode with Richard Romer-Lee which touched on the importance of communication with customers to the one with Helena Morrissey about how technology can help advisers reach more of the ‘uninvested’, these form a theme about how we as an industry are communicating with clients. This week we’re continuing that conversation by inviting Andy O’Shea, Investment Director and Head of Fund Solutions at Pharon IFA, to talk to us about the ways he’s managing client conversations about risk and return expectations, how diversification is important but can easily confuse customers, the burgeoning role of thematics and alternatives, and how we need to look beyond headline costs to an investment’s fundamental value. Also joining the podcast is Senior Investment Sales Manager, Matt Kemp, to provide his experience of the retail market and briefly discuss his West Ham fanzine, Over Land and Sea. Read Matt’s latest insights on our Future World Blog: https://futureworldblog.lgim.com/authors/matthew-kemp/?cid=lgimtalks   ·         Andy O’Shea, Investment Director and Head of Fund Solutions, Pharon IFA ·         Matthew Kemp, Senior Investment Sales Manager ·         Mark Chappel, Senior Content Manager We want to hear from you! Email us at [email protected] with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered. This podcast is intended for investment professionals, and shouldn’t be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.