Monks trust dragged down by growth stocks slide
Trailing FTSE World index for second year in a row
Author: Christian Mayes
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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IBOSS discretionary MPS launches on 7IM platform
Kingswood-affiliated boutique offers four risk-rated ranges
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Schroders expects further growth for Cazenove Capital and SPW
AUM grew 3.7% in four months to 30 April
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Lindsell Train trust halts underperformance
Outperformed in FY23 after trailing the MSCI World for two consecutive years
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FE Fundinfo launches rebate management initiative
Current processes a ‘tangled web’ of obligations and eligibility criteria
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Evelyn Partners names Paul Geddes as CEO
Succeeding Chris Woodhouse, who is retiring after over five years in the role
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Investment trust sector no longer ‘male and stale’
Investec’s Skin in the Game report found progress in gender diversity on trust boards and increased personal stakes by trust management
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Suite of Orbis strategies added to Aegon platform
Orbis Global Equity, Global Balanced, and Global Cautious strategies
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GAM investor group calls for board to be replaced over Liontrust takeover
Shareholder group has requested an EGM to elect a new board with a “clear plan”
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UK investors seek shelter in money market funds
While ESG equity strategies suffer worst ever monthly outflows in May
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Hargreaves Lansdown hires Brown Shipley investment head
Toby Vaughan has been appointed chief investment officer
