Our investment process – the key to your portfolio returns

A Reeves client can expect to receive an email every eight weeks with our latest investment advice on their portfolio.

We'll keep you in the loop with your investments

Reeves Independent give a recommended course of action, along with a brief explanation of the reasons behind it. It gives the essential facts in an easily digestible form, though it always invites the client to ring and speak to a client adviser if they want a discussion about their action plan and to have it explained clearly. 

In fact, that email is the culmination of eight weeks careful and detailed market research, analysis and discussion. This is a carefully structured process, which never stops, continues to grow and which we have developed over many years of investment experience.

At Reeves, we have three analysts – two internal and one external. In addition, we have an external investment adviser. The team produces a weekly market outlook, which is discussed at weekly meetings. One of the analysts will look at every fund and portfolio daily, so that none of them goes unmonitored for more than one working day. At each weekly meeting, there is a set agenda to discuss certain issues on a rolling cycle. For example, we will discuss the same issue in week three, in each eight-week cycle.

''Automatic alerts on every single fund means nothing goes unnoticed in the event of any significant movement.''

At every meeting, we review whether, on that day, we would create the same portfolios again. This is to ensure that we’re satisfied with everything that we hold. If we decide that we wouldn’t buy an investment on that day, then we take the view that it shouldn’t be in our portfolios at all. We also have automatic alerts on every single fund, so nothing goes unnoticed in the event of any significant movement.

In addition to the weekly meetings, discussions are held every four weeks to study a report prepared by the analysts. In the week immediately preceding each monthly meeting, our investment team compiles a report of the main holdings in each of our portfolios. This means that every email with recommended investment decisions, is the product of no fewer than ten meetings.

We also use high-level external advice. Every month, a different investment fund manager within the portfolio visits our offices to give a presentation on the outlook of the fund. Our team subject them to some tough questioning in order to gain an in-depth understanding of the manager’s strategy. This not only gives Reeves insight into each fund but also is invaluable in helping to build a constantly evolving picture of the way the market is moving.

We work tirelessly to make your investments work for you 

This is a structured, tried and tested system. However, the regular meetings and monitoring mean it remains flexible, and we can react immediately to extraordinary market conditions. The research and monitoring we conduct help protect our chosen holdings, so they continue to perform in likely market conditions.

We don’t have a policy of making constant decisions and transactions. Our philosophy of regular oversight and review means we can avoid having to make frequent sharp corrections. This approach is in line with that of industry leaders.

Once the cycle is complete and we have emailed our clients with our recommendations, it begins again in a constant revolving process of research - meeting - implementation.

During last year’s turbulence and falling markets, our system proved itself. This is because our portfolios stood firm in the face of adversity. They may not have increased in value, but they performed well compared to the markets, and the Reeves portfolio beat the FTSE 100 by about 5%.

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These articles are for information only and are based on specific client circumstances which may be different to yours. No advice should be conferred from the articles. No action should be taken without independent professional financial advice as any actions on your pension may be irrevocable and have a big impact on your income in retirement.

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