SIF: A Portfolio Gap Should Be Identified First

A SIF should ideally be considered only after identifying a portfolio gap. Without a clear gap, the product may simply add complexity without improving the overall structure.

The gap may be related to strategy, diversification, risk management, or market exposure. Once the gap is known, the investor can judge whether the SIF genuinely helps.

This approach keeps investment decisions purposeful and reduces unnecessary product accumulation.

Truvest Insight: Identify the gap before selecting the product.

Disclaimer: Educational only. Not investment advice.