Brooks Macdonald’s Shepherd: So clients live their best lives
Brooks Macdonald CEO discusses ensuring consistent investment outcomes, the value of peace of mind, the advice gap and the importance of identifying vulnerable clients
Author: Julian Marr
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Kermitted Asset Management: Goal of the month
The chairman of Kermitted Asset Management reflects on the FCA’s latest attempt to impose order on what we are currently calling sustainability
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Artemis’ Jones: We need to keep it simple for end-investors
Greg Jones discusses achieving the best balance between sustainability and investment freedom, avoiding crowded trades and keeping it simple
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Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
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Kermitted Asset Management: Melchett’s Law
The chairman of Kermitted Asset Management believes he has worked out how to achieve inner peace as an ESG ‘pioneer’
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The stuff themes are made of
Guy Matthews, managing partner at Sarasin & Partners, discusses the long-term nature of thematic investing, AI’s impact, ESG and a hidden plus of Consumer Duty
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Kermitted Asset Management: Bad books
A novel plan by the chairman of the insignificantly-sized investment company Kermitted Asset Management fails to achieve his intended storybook ending
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Kermitted Asset Management: Emotional rescue
The chairman of the insignificantly-sized investment company Kermitted Asset Management hankers back to simpler, nobler, more remunerative times
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Bundy: ‘Benchmarks help tell stories about markets’
Morningstar’s Ron Bundy discusses speed of trust, the challenge of indexing private markets and working to meet clients’ more thematic ‘strategic beta’ needs
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Kermitted Asset Management: AI’ll be back
The Kermitted AM chairman ponders the short-term upside and longer-term snag of an environmentally-aware artificial intelligence
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‘In some ways, we are like a collective of successful boutiques’
Peter Walsh, head of Robeco UK, discusses thematic investing and building the brand of an asset management giant
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Kermitted Asset Management: Green around the gills
After a rare moment of introspection and self-doubt, the chairman of the insignificantly-sized investment company revisits a foundation stone of business survival
