ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
MPS
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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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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
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus