Will multi-asset funds really deliver as markets head down?
Since Markowitz, multi-asset investing has been increasingly “en vogue”. The other trait that has caught the imagination – as well the attention of the regulators – is risk assessment.
Risk
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A challenge to advisers on their knowledge of longevity
Have financial advisers factored in the issue of longevity in the right way when they do financial planning for clients? Nick Webb, UK platform strategic relationship manager at J P Morgan, thinks not.
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Guernsey tops 800 licensed insurance companies
Guernsey said it has licensed 45 more international insurance companies in the first six months of 2015, bringing the total number of insurers operating in the channel island to 816.
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Report: Emerging markets elevated to high risk
Growing concerns in China and other emerging markets could lead to “a prolonged deceleration” and have a “severe knock-on effect across the EU and the US”, according to the most recent report on risk by the Economist Intelligence Unit.
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Canada Lifes seals longevity risk deal with Aegon
Canada Life’s reinsurance division has reached a deal with insurance giant Aegon to cover the longevity risk on a €6.0bn (£4.3bn, $6.7bn) portfolio of Dutch annuities.
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Younger Chinese investors are confident with risk
Chinese investors in the 18-39 age group prefer high yield products and are more aggressive and confident in their investment choices than older mainland investors, according to a survey report by Legg Mason.
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The dangers of robo-advice
Clients should see the value in professional financial advice now more than ever, yet there seems to be increasing options for a client to go direct to platform with their investments. Are advisers now competing with online robots and electronic decision trees?
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Hansard Int’l adds Fidelity portfolios to fund range
Isle of Man-based savings provider Hansard International has added five risk-based Fidelity investment portfolios to its internal fund range.
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Big disconnect between investor risk and return expectations – Schroders
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
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Man Group rolls out four UCITS quant funds
Man Group is adding four new systematic strategies to its UCITS fund range.
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Nutmeg cuts UK stocks due to election risks
Online investment manager, Nutmeg, has increased its investments in European, Nordic and Japanese stocks in order to protect customer portfolios from risks ahead of the UK General Election.
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Model portfolio discrepencies underline
UK financial adviser-built model portfolios generally do what they say on the tin in terms of risk, but, there are large discrepancies in terms of how those risks are rated.