FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
ESG
-
-
Morningstar: ‘Unstoppable rise’ of passive climate funds
Morningstar’s overview of the climate funds notes passives’ popularity and flows into fixed income and transition strategies
-
Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
-
Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
-
LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
-
Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
-
Mediolanum adds two funds to its ESG product range
Multi-manager funds listed as SFDR Article 9
-
Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
-
UK investors pull £24.3bn from IA funds in 2023
UK equity strategies suffered £14bn net outflows over the year
-
Calastone: UK investors pour £2.66bn into equities for February
ESG funds bring in £1.54bn across markets
-
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
-
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation