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Robust, repeatable and reliable
By Bordier UK Centralised investment propositions (‘CIPs’) have been around for some time. The FCA first gave guidance on related product governance requirements, and then enshrined their requirements into the PROD sections of MiFID II. Whilst no regulation specifically states any rules solely for centralised retirement propositions (‘CRPs’), the principles laid down in PROD cannot […]
Advice firms have real opportunity under UK Sustainability Disclosure Requirements
By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed by the recent release of the Roadmap for Sustainable Investing, is the latest indication that sustainability will continue to be central to the world of financial advice. For financial advisers, as the SDR are implemented, there’s an enormous opportunity to […]
Inflation – What to make of the current dynamics
By Maria Municchi, Multi Asset Fund Manager, M&G The recent bout of volatility has affected both equities and fixed income markets. In this article, by Multi Asset Fund Manager Maria Municchi, we would like to explain our views on the current interest rate regime and our assessment of the inflation scenario. Recent market movements are […]
Market outlook: Three things to look out for over the next year
As we enter the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months, writes Maria Municchi, Multi Asset Fund Manager with M&G Investments. Growth and how this is affected by further COVID-19 developments Tapering and the influence of the US […]
Inflation and us
Who are CAM? What do we do? City Asset Management (CAM) exists to increase the real wealth of clients. We achieve this through a rigorous real return investment management process, combined with an exceptional level of personal service. Being outcome focused investors, our core multi-asset investment services are designed to outperform inflation-plus benchmarks over the […]
What are your clients really thinking about responsible investing?
By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to survey over 2,000 investors across the UK. Those surveyed had an average of £320,000 invested in a general investment account, stocks and shares ISA, self-invested personal pension or share dealing account. Here, we explore some of the key findings. By […]
The trouble with advisory models…
RSMR has been offering model portfolios since 2012 through a number of partnerships and some of you will know RSMR through using these advisory models. We caught up with RSMR’s Ken Rayner to hear about the problems that some of their advisory model clients have been facing. The dreaded quarterly review “We do receive feedback […]
Inflation protection – What’s the right recipe?
The key ingredient for inflation protection may be hiding in plain sight By Steve Russell, Investment Director, Ruffer LLP Source: Google trends, Ruffer LLP. Figures represent search interest relative to highest point in the period. 100 equals peak popularity, 50 means the term is half as popular. Inflation is in the news again. Many […]
Three big ESG questions for advisers
A conversation with Ken Rayner, CEO of RSMR As ESG (Environmental, Social and Governance) becomes a major theme in investor preferences and adviser-investor conversations, the regulatory pressure also continues to build, with the FCA now fully embedding climate considerations into their remit. RSMR, whose Managed Portfolio Service (MPS) is now available in Dynamic Planner, has […]
Welcome to intelliflo
By intelliflo You may have noticed a change in our intelliflo brand. This new identity is more than just a logo change. It marks the start of an exciting new era for our customers as we bring five companies together across all the countries we serve. On March 1 we announced that we are establishing […]