Platforms are key to how intermediaries run their investment businesses today and it is no surprise that their cost is seen as a key consideration of which ones they choose – but imagine how costly running investments would be without them.
It is telling that in its most recent research on consumer behaviours post-RDR JPMorgan Asset Management only surveyed investors with a household gross income of £50,000 per annum.
Theres been talk recently about a summer risk asset rally which may or not be coming to an end depending upon your perspective on the state of the US economy and the eurozones woes.
One of the most interesting observations is the top ten managers by gross retail sales do not always make it into the top ten by net retail sales. The most obvious example of this is Invesco Perpetual, which has been second or third in terms of gross retail sales in each of the past six…
What gives a better indication of an asset managers success and reputation in the market, gross or net retail sales?
As director of equities, Swips William Low faces a tough task in getting its flagship funds in order and, quite frankly, saving the reputation of a group which has suffered more than its fair share of negative headlines in recent years.
When making their fund selection decisions, fund buyers often try to shoehorn fund managers into either a growth or a value box whereas if you ask the managers themselves they often claim to be a blend of the two.
Prudentials half-year results show M&G in rude health, achieving just under £5bn of inflows, but what does the future hold for a firm that leans heavily upon its fixed income success?
If you were putting together a portfolio for an investor with an aggressive risk appetite, what would you expect it to include and in what proportions? And would you be in line with your peers? Take a look…
Investec’s Alastair Mundy is a blooming good fund manager with a proven long-term track record and an enviable reputation among his peers in the industry. But is giving him a US equity mandate one step too far?
Standard Chartered was the one bank we all thought we could rely on. It was left untainted by the sub-prime mortgage crisis and claims it played no part in the Libor fixing scandal.
Assessing the merits of equity income funds is rarely black and white; for Principal Investment Management theres a grey area as well.
