Multi-Asset
Revealed: The multi-asset shortlists for the 2020 PA Awards
Professional Adviser is proud to announce the multi-asset shortlists for the 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
Talking with... Premier Miton Investors' Mike O'Shea
Square Mile's series of informal interviews
One week until PA's 2020 Multi-Asset Roadshow
Financial advisers have just one week left to sign up to one of PA's five regional Multi-Asset Roadshow events it will host around the country.
Simon Evan-Cook: When the maths does not add up
'Overly rational'
Battling regulation: Is compliance pushing clients to lower risk investments?
Should advisers be educating clients to take more risk to reach their objectives or should they encourage a more cautious approach? Claire Tyrrell spoke to couple of advisers and a compliance expert about how they broach the topic of risk with their clients......
Multi-Asset Review: M&G's 30 years of a 'secret sauce'
While multi-asset has burgeoned in recent years its popularity is not a new phenomenon. Cherry Reynard talks to M&G's multi-asset team founder, Dave Fishwick, about how he has guided the team's philosophy over the 30 years since its inception...
Are DFMs just for the well-heeled?
There are many good reasons for using DFMs, but it seems like bespoke forms of investment are only for clients with a lot of money to invest. Claire Tyrrell speaks to a few advisers to see if that is the case for their firms...
Darius McDermott: The search for income solutions
Quantitative easing has left investors taking on more and more risk in the search for yield, writes Darius McDermott, who analyses the options available to advisers to help clients generate an income
James Klempster: Are we waiting for a value fightback?
With growth companies on 4% outperformance per year since 2014, James Klempster looks at how value companies are fighting back...
Morally ambiguous: What does ESG look like?
ESG has become the latest buzz term in investing as social conscience plays an increasing role in financial decisions. Claire Tyrrell talks to advisers about how to balance clients' social investing expectations while still delivering good outcomes......
Julia Rees: The impact of familiarity bias
Unintended risk concentrations
David Boyle: Key questions in DFM due diligence
At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices
Kerry Nelson: The wider impact after Woodford's fall from grace
Whether we like it or not, writes Kerry Nelson, the travails of Neil Woodford and Woodford Investment Management are important for just about everyone involved in the investment industry – and that includes IFAs.
John Husselbee: Avoiding panic in uncertain times
In times of uncertainty, misinterpreting market data can send investors running for the hills, writes John Husselbee, as he argues consistency of performance is impossible for fund managers but consistency of process is essential.
Graham Bentley: Investment adviser or financial planner?
Daunting without ad valorem feees
Alex Farlow: A detailed look at the IA Global sector
£128bn sector
Aviva Investors appoints new head of investment process, multi-asset and macro
Report to CIO, multi-asset & macro Peter Fitzgerald
Stonehage Fleming IM adds sustainable multi-asset mandate
Socially responsible
Assessing low-cost options in the multi-asset market
'Passive suits some markets'
Simon Evan-Cook: Why investors need more imagination
'Imagine a world different to today'
Fraser Donaldson: Is multi-asset too expensive?
Paying for knowledge is fair
Multi-asset Review: Why Miton needed to be 'genuinely active'
'The market is never wrong'
Chris Jones: Focus your analysis process
'Pressure to pick top-performers'
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