Portfolio AdvisEr Magazine
November 2024
Published
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
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Portfolio AdvisEr Magazine
Published
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
Portfolio AdvisEr Magazine
Published
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
Portfolio AdvisEr Magazine
Published
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
Portfolio AdvisEr Magazine
Published
Portfolio AdvisEr Magazine
Published
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
Portfolio AdvisEr Magazine
Published
Crash test: Industry calls for FCA consultation amid trust test-taking debate
Portfolio AdvisEr Magazine
Published
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
Portfolio AdvisEr Magazine
Published
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
Portfolio AdvisEr Magazine
Published
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
Portfolio AdvisEr Magazine
Published
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
Portfolio AdvisEr Magazine
Published
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
Portfolio AdvisEr Magazine
Published
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…
Portfolio AdvisEr Magazine
Published
The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients
Portfolio AdvisEr Magazine
Published
With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities
Portfolio AdvisEr Magazine
Published
Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?
Portfolio AdvisEr Magazine
Published
Portfolio AdvisEr Magazine
Published
Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.
Portfolio AdvisEr Magazine
Published
Crash test: Industry calls for FCA consultation amid trust test-taking debate
Portfolio AdvisEr Magazine
Published
(Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time
Portfolio AdvisEr Magazine
Published
On the month of International Women’s Day, how can we keep the momentum going towards gender parity?
Portfolio AdvisEr Magazine
Published
This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…
Portfolio AdvisEr Magazine
Published
For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…
Portfolio AdvisEr Magazine
Published
This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…
Portfolio AdvisEr Magazine
Published
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…