pa analysis cash and caution are king
Tactical asset allocation is getting harder as it is easy to build up a convincing negative case for most asset classes right now, with investors turning their cautious dial up to 11.
Arc
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dfms bank a strong close to 2012
The latest performance estimates from Asset Risk Consultants (ARC) show a comfortable final quarter of 2012 for discretionary managers, with positive returns across each risk band.
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pa analysis comparing dfms is still too onerous
While the demand for such services is increasing hugely, and despite the work done by a whole host of companies who monitor discretionary wealth managers – investment and overall propositions – a meaningful comparison is still far too difficult to come by.
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private client portfolios lost money during 2011
Asset Risk Consultants’ latest year-end estimates show its Private Client Indices returning negative figures across the board.
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Alan Orchard to leave arc at year end
Alan Orchard is to leave Asset Risk Consultants at the end of this year after just a few months with the firm.
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private client portfolios hit hard in q3
According to Asset Risk Cosnutlants, private client portfolios lost more money in Q3 2011 than in any other quarter since its records began.
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Portfolios weather Q2 storm to just stay positive
The ARC Private Client Indices show Q2 portfolios across the risk spectrum staying just positive.
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PA ANALYSIS: League tables for wealth managers a must
A league table of wealth managers must be published to allow genuine peer group comparative analysis
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ARC: Cautious mandates lead the way in 2011
Cautious portfolios have led the way so far in 2011, according to the ARC Private Client Indices.