A robust multi-asset strategy depends on three factors: built-in responsible investment, strong portfolio construction and dynamic management
The FCA’s latest ‘Financial Lives’ survey report offers a deep insight into the ‘state of the nation’ and what we could do as an industry to move the dial.
Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
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.
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.
Discover engagement on coal-related risks
Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?
Canada Life Investments
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
This guide is designed for you to share with your clients who might be concerned with levels of volatility in markets during these unprecedented times
Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
As a growing number of advisers, pension funds and insurers start to award new business exclusively to asset managers with a responsible focus, we review how to make responsible investing work the way investors want it to
For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.
Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
Let's face it; MiFID II is never going to make the shortlist for 'The Booker Prize' is it? It's a horribly complex read that at times can be just as frustrating as it is exasperating. Yet the further you delve into it, the more it feels like you're lifting...