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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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Multi-Asset

Lawrence Cook: Managing your firm's investment proposition
  • Multi-manager
Lawrence Cook: Managing your firm's investment proposition

There are a variety of ways of delivering an investment proposition, writes Lawrence Cook, who takes a look at developments in the DFM and MPS markets...

  • 10 February 2020
Mapped or targeted risk? Plugging multi-asset into the advice process
  • Multi-manager
Mapped or targeted risk? Plugging multi-asset into the advice process

Risk-mapped or risk-targeted?

  • 07 February 2020
Graham Bentley: What is the full-service advice proposition?
  • Multi-Asset
Graham Bentley: What is the full-service advice proposition?

'Dichotomous relationship'

  • 05 February 2020
John Husselbee: Why active managers need to dismiss biases to generate alpha
  • Investment
John Husselbee: Why active managers need to dismiss biases to generate alpha

Luck versus skill

  • 05 February 2020
Chris Jones: The importance of risk-based benchmarks
  • Investment
Chris Jones: The importance of risk-based benchmarks

In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...

  • 03 February 2020
Simon Evan-Cook: Is diversification dead?
  • Investment
Simon Evan-Cook: Is diversification dead?

'Last two years particularly stark'

  • 31 January 2020
Julia Rees: Investing through the risk lens
  • Investment
Julia Rees: Investing through the risk lens

Many financial analyses focus solely on where the pounds are invested, not from where the risk emanates, writes Julia Rees. But by deploying this lesser-used risk lens, advisers can make more informed decisions across strategic asset allocation, tactical...

  • 30 January 2020
Charlie Morris: Expecting inflation to rise? Buy gold
  • Multi-manager
Charlie Morris: Expecting inflation to rise? Buy gold

In this piece Charlie Morris delves into the historical links between inflation and gold, putting forward the case for investing in the shiny stuff

  • 29 January 2020
Chris Bredin: How platforms are innovating
  • Investment
Chris Bredin: How platforms are innovating

Five innovations

  • 27 January 2020
Revealed: The multi-asset shortlists for the 2020 PA Awards
  • 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.

  • 14 January 2020
Talking with... Premier Miton Investors' Mike O'Shea
  • Multi-Asset
Talking with... Premier Miton Investors' Mike O'Shea

Square Mile's series of informal interviews

  • 08 January 2020
One week until PA's 2020 Multi-Asset Roadshow
  • Multi-Asset
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.

  • 08 January 2020
Simon Evan-Cook: When the maths does not add up
  • Multi-Asset
Simon Evan-Cook: When the maths does not add up

'Overly rational'

  • 19 December 2019
Battling regulation: Is compliance pushing clients to lower risk investments?
  • Multi-Asset
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......

  • 18 December 2019
Multi-Asset Review: M&G's 30 years of a 'secret sauce'
  • Investment
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...

  • 18 December 2019
Are DFMs just for the well-heeled?
  • Multi-Asset
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...

  • 17 December 2019
Darius McDermott: The search for income solutions
  • Multi-Asset
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

  • 17 December 2019
Alex Farlow: Analysing the Mixed Investment 40-85% Shares sector
  • Investment
Alex Farlow: Analysing the Mixed Investment 40-85% Shares sector

  • 16 December 2019
James Klempster: Are we waiting for a value fightback?
  • Investment
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...

  • 16 December 2019
Morally ambiguous: What does ESG look like?
  • Multi-Asset
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......

  • 11 December 2019
Julia Rees: The impact of familiarity bias
  • Investment
Julia Rees: The impact of familiarity bias

Unintended risk concentrations

  • 11 December 2019
David Boyle: Key questions in DFM due diligence
  • Multi-Asset
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

  • 10 December 2019
Kerry Nelson: The wider impact after Woodford's fall from grace
  • Investment
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.

  • 10 December 2019
John Husselbee: Avoiding panic in uncertain times
  • Investment
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.

  • 06 December 2019
123

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