Multi-Asset Review: Read analysis, features and opinion on your MAR microsite
The forces at play in investment - most obviously, regulatory change, uncertain markets and shifting demographics - are as strong today as they were when Professional Adviser launched its sister magazine Multi-Asset Review in 2017.
As a result, financial advisers and their clients continue to face some very tough questions although, equally, outcome-oriented multi-asset investments continue to provide very acceptable answers.
This part of the Professional Adviser website - in conjunction with Multi-Asset Review - will therefore offer analysis, features and opinion on five key areas of interest to UK financial advisers who are either considering or are already outsourcing part or all of their investment capabilities to a third party.
These areas are: multi-asset solutions, including multi-manager; discretionary fund managers, including managers of model portfolio services; fund research and ratings; risk-profiling techniques; and adviser platforms.
To make sure you receive your own copy of the next issue of Multi-Asset Review, which is published every other month, please do register your interest here
Features and insight
'Vanilla products with little differentiation'
Multi-asset AUM doubled in 10 years
In discussion with FCA
'Cost-efficient, transparent and sustainable'
It’s The Pro Adviser Podcast
'Fast-changing environments can be dangerous'
Article first published 14 July 2020
According to JPMAM survey
'Final piece in the puzzle'
'It was relatively smooth'
The Contrarian View
'There are obstacles'
'Advisers are the GPs of investing'
'Public showing interest in ESG'
Sharing is caring
Longer-term incentives needed
In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...
'Last two years particularly stark'
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...
'Prepare a key insights document'
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