Chris Jones: The importance of risk-based benchmarks
In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...
When choosing a new investment for a new client you could simply be reviewing the market to find the most compatible multi-asset solution. An enjoyable task and a great case study but a rarer occurrence...
More on Investment
IA funds shrug off Covid-19 sell-off as retail assets return to 2019 peak
Net sales of approximately £12.2bn in Q2
Darius McDermott: My five fantasy fund picks
Goals pay the rent
Big Four accounting firms reveal ESG reporting standards
Headed up by the International Business School
One-third of asset managers not engaging on climate change despite three-quarters claiming to
Fewer than two thirds have an ESG engagement policy
Morningstar: UK equity funds suffer £2.6bn August outflows
Outflows from UK equity funds gathered pace in August, with £2.6bn of assets being pulled from the market area over the course of the month, according to Morningstar’s latest fund flows report.
More news
IA funds shrug off Covid-19 sell-off as retail assets return to 2019 peak
Net sales of approximately £12.2bn in Q2
IHT investigations yield £274m to reach four-year high
Targeting HNW estates
Chancellor to unveil Covid-19 salary top-up scheme - reports
Rishi Sunak to address House of Commons
Covid-19 'accelerates' wealth management digital transformation
Dunstan Thomas report
Kerry Nelson: Coping and advising during the pandemic
Meetings with senior and junior staff
