Multi-Asset
More than £22bn of assets languishing in underperforming multi-asset funds
Figures also show 'extreme home bias'
Industry Voice: A team approach adds value!
New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?
Partner Insight: The post-pandemic reality of advisory firms in 2021
Clients were faced with harsh realities last year and many are still reeling from the changes
Industry Voice: Multi-asset allocation views - Loose policy doesn't rule out a steeper curve
While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.
Lee Fisher: Choosing a CIP is a marathon not a sprint
Four criteria
Industry Voice: Go forth and diversify - building resilience in multi-asset funds
A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management
Is agile working key to an outsourced paraplanning boom?
Trend accelerated by pandemic
Neil Bage: Four big behavioural risks
Invisible risks
Schroders launches £4bn UK Investment Solutions business
Alex Funk to become CIO
John Husselbee: Finding real yield
UK dividends down
Fraser Donaldson: Discretionary management and value for money
Seven value criteria
Anywhere left to hide for asset managers in the outsourcing race?
Multi-asset AUM doubled in 10 years
Tom Ellis: Platforms cannot buy success
Leaders emerging
Is the DFM cost war in danger of leaving suitability behind?
'Vanilla products with little differentiation'
Industry Voice: Being on the right side of change - Renewable energy
There’s a transformation happening in financial markets and people’s mindsets, as we transition away from fossil fuels in favour of clean renewable energy sources, writes Thomas Stokes, Investment Director at Aviva Investors.
Industry Voice: Should you be worrying about equity valuations
After the brutal sell-off in the first quarter of 2020, equity markets embarked on a rally which was to confound even the most optimistic expectations.
Industry Voice: What have banks got to do with climate change?
ESG considerations are integrated as part of our approach multi‐asset investing. Shane O’Brien, Senior Investment Director at Aviva Investors, explains how consistent engagement with a well‐known UK financial institution led to a positive commitment on climate change.
Industry Voice: ESG - Time for a regulatory revolution
New EU regulation promoting responsible investment is coming to our shores and not before time, says Thomas Stokes, investment director at Aviva Investors.
Jamie Farquhar: Why is the multi-asset sector growing in popularity?
60% of sales in July and August
Alex Farlow: Real assets and their role in multi-asset portfolios
Many considerations
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