Part 1: The Basics Simplifying the confusion Covering the basics It only takes a minute – PACE ‘a quick way to a better portfolio'
Part 2: The PACE Framework P - Smarter investment philosophy P - Smarter investment behaviour A - Smarter risk insight A – Smarter risk avoidance - crypto currencies, NFTs and meme stocks A - Smarter portfolio construction C - Smarter product choices C - Smarter sustainability E – Smarter execution E - Smarter advice
Part 3: In a bit more detail Smarter insight – on-menu assets Smarter insight – off-menu assets Conclusion Bibliography Appendix 1: Your risk profile Appendix 2: Goal planning

About the Author

Tim Hale graduated from the University of Oxford and holds an MBA from Cranfield School of Management. After a few years with Standard Chartered in Hong Kong working in corporate banking, he moved into the investment world, spending almost a decade at Chase Asset Management (now part of JP Morgan Asset Management) in London, Hong Kong, and New York.

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About the Author