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WEB6 days ago · ISS: Model portfolio sales quiet in first half of 2024. Nearly two in five advisors using model portfolios depend on them for over 75% of their business. 01 October 2024. Investment.
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WEB4 days ago · ISS: Model portfolio sales quiet in first half of 2024. Nearly two in five advisors using model portfolios depend on them for over 75% of their business. 1st October 2024. Investment.
Weekly Outlook: US Banks’ results and Hays trading update
WEB2 days ago · US banks’ third-quarter updates. JPMorgan Chase and Wells Fargo will release their Q3 updates on Friday, 11 October, with the next week holding results for Bank of America, Citigroup, Goldman Sachs, and Morgan Stanley. The update comes in a strong period of recovery, post the Silicon Valley Bank crisis in …
Square Mile’s Fund Selector: IA specialist funds to watch
WEB3 days ago · 03 October 2024. |. Portfolio Adviser. Of the 4,000 funds that are members of the Investment Association (IA), allocated across more than 50 categories, the specialist sector is home to about 130 constituents. In 2021, the IA reviewed the global and specialist asset classes with a view to creating more granular and relevant classifications to ...
Investments - Portfolio Adviser
WEBAug 15, 2024 · Private markets: Wealth managers face high barriers to entry. With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector. 19 …
Investment trusts: Retail investor take up of private equity trusts ...
WEB3 days ago · High fees may be the answer. The average private equity trust charges investors an ongoing fee of 1.8%, which is much higher than those investing in equities – especially passive vehicles. While this is less than ideal, Hewitt says their considerably higher returns make the loftier charges worthwhile. “They do charge very high fees, but at ...
PA Europe - News and Analysis for Fund Selectors across Europe
WEBSep 19, 2024 · Two firms are partnering to invest in AI infrastructure. 19 September 2024. MORE INVESTMENTS. PA Europe delivers insights, commentary, analysis and proprietary research to wholesale and institutional fund buyers, asset allocators and portfolio constructors based across continental Europe.
Funds - Portfolio Adviser
WEBNov 1, 2023 · Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
Analysis Archives - Portfolio Adviser
WEB5 days ago · Private markets: Wealth managers face high barriers to entry. With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector. September 19, …
76% of advisers plan to retire in the next 10 years
WEBMay 22, 2023 · Research from strategy consultants Opinium reveals that three-quarters (76%) of IFAs plan to retire in the next decade. Around a third (31%) expect to retire in the next two-to-five years and 30% plan to stop work in the next five-to-10 years, the research found. More than half (58%) of advisers have not yet made their clients aware of their ...