Quants – the science behind the numbers
Faang performance sees flows into quant strategies slump
Analysis
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Advisers frustrated by platform switching
UK regulator worried that established clients are stuck on expensive legacy platforms
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Duration outperforms despite rate hike concerns
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
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Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
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DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
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Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
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The privacy risks of cross border investing
What can unite the UK and Russia, Saudi Arabia and Qatar and Pakistan and India? The answer, as all nerds know, is not football but tax, specifically the Common Reporting Standard (CRS), according to Irwin Mitchell Private Wealth partner Alex Ruffel and solicitor Luke Micallef-Trigona.
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Enough with the millennials already!
More confusing than US politics, Brexit and the global economy, millennials have been branded lazy, entitled and the generation that ruins everything. Yet unlocking the key to this enigmatic group is viewed as the holy grail for most companies.
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Lock-out risk for UK policyholders of EU life cos post Brexit
Life companies based in the EU counting on the UK dependent territories to help them to continue servicing existing UK policyholders need to think again, warns Acuity Consulting’s Simon Willoughby.
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UK asset managers risk being shut out post-Brexit
If they don’t heed the stark warning from the European Commissions about the legal repercussions of Brexit, asset managers in the UK are at risk of being shut out of the European market, warns Brendan Adams, managing director, VAM Global Management Company.
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Pensions industry shuns cash-poor millennials
Millennials have largely been left in the lurch by pension providers who assume they are too cash poor or disinterested to engage with investing for their future.
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International savings plans key to Jersey’s flexible future
UK legislative changes have caused a fundamental shift in the types of pension products that can be offered by international finance centres, with the Jersey Pensions Association (JPA) promoting international savings plans as a solution.