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Industry voice

Industry voice

Industry Voice: Top tips for that awkward life expectancy chat

With the recent introduction of pension freedoms, you may have seen more clients wanting to take lump sums from their pension funds.

clock 08 September 2015 • 3 min read

Industry voice

Industry Voice: Client Suitability Professional Adviser web seminar

There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.

clock 10 July 2015 • 1 min read

Industry voice

Industry Voice: Balancing steady yield with diversification through real assets

We did some research around the use of alternative investments and the feedback from consumer testing was they were unsure where to invest, or how to invest in alternatives.

clock 01 June 2015 • 3 min read

Industry voice

Industry Voice: Who should be thinking 'Alternative'ly?

In the final video in the series, CIO at Architas Caspar Rock discusses how the Architas investment team research and select Alternative funds to make-up their multi-asset portfolios, where in-depth operational due diligence is essential, and explores...

clock 21 May 2015 • 1 min read

Industry voice

Industry Voice: Democratising alternative assets

In the second video of the series, Lawrence Gosling and Caspar Rock discuss where the Architas team research look to generate income from within the Alternatives asset class and their aim democratise alternatives making them accessible to the retail investor....

clock 20 May 2015 • 1 min read

Industry voice

Industry Voice: An alternative approach

In this first of a series of three videos, Lawrence Gosling discusses the benefits of using alternative assets with Architas chief investment officer, Caspar Rock. Caspar delves into the world of alternatives, what types of assets are included, the income...

clock 19 May 2015 • 1 min read

Industry voice

Industry Voice: Alternatives

The head of Architas multi-manager, Caspar Rock, and Lawrence Gosling, editorial director of Investment Week, discuss why using alternative assets as a diversifier in their income-generating multi-asset funds is a key point of difference for the group's...

clock 11 May 2015 • 3 min read

Industry voice

Industry Voice: With choice comes complexity in the multi-asset universe

Defaqto tools and services, powered by our independent data, support your outsourcing activity.

clock 22 April 2015 • 1 min read

Industry voice

Industry Voice: The evolution of multi-asset

Is there a way of investing on a multi-asset basis which means if there is a 'Lehmans moment' again, investors won't be exposed to a series of correlated assets? Toby Hayes, manager of the Franklin Templeton Diversified Income fund, says there is a way...

clock 16 April 2015 • 1 min read

Industry voice

Industry Voice: FTI's Hayes explains risk factor investing

What is risk factor investing and how does it differ from traditional multi-asset funds? Toby Hayes, the manager of the Franklin Templeton Diversified Income fund, explains how this strategy can offer investors protection in periods of market correction....

clock 15 April 2015 • 1 min read
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