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WEB5 days ago — ISS: Model portfolio sales quiet in first half of 2024. Nearly two in five advisors using model portfolios depend on them for over 75% of their business. 01 October 2024. Investment.
Investments - Portfolio Adviser
WEBAug 15, 2024 — Private markets: Wealth managers face high barriers to entry. With wealth managers claiming they have lost clients due to a lack of adequate access to private markets, we get the lowdown on this rapidly growing but complex sector. 19 …
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WEB3 days ago — ISS: Model portfolio sales quiet in first half of 2024. Nearly two in five advisors using model portfolios depend on them for over 75% of their business. 1st October 2024. Investment.
Funds - Portfolio Adviser
WEBNov 1, 2023 — Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
Portfolio Adviser
WEBPortfolio Adviser. Jupiter Asset Management is set to purchase both the investment team, and some £800m of mostly institutional assets, from London-based global investment boutique Origin Asset Management. The purchase, which is subject to approval, will provide “additional scale” to the firm’s emerging markets arm and comes as part of a ...
Rob Thorpe: What is behind the dominance of MPS? - PA Adviser
WEB2nd May 2024. |. PA Adviser. In recent weeks I have observed numerous headlines highlighting the dominance of model portfolio services (MPS) in industry fund flows. This trend is good news for consumers as it suggests central investment propositions created within a well-governed framework appear to now be well embedded across the industry.
Morningstar: Active managed portfolios now make up less than …
WEBSep 9, 2024 — Managed portfolio launches slow in 2023. Managed portfolio services labelled by their providers as “active” have declined from 61% of Morningstar’s database in 2022 to 48% at the end of July 2024. Currently, under 15% of managed portfolios have no index funds included, as the popularity of passive and blended portfolios rise.
Square Mile’s Fund Selector: IA specialist funds to watch
WEB2 days ago — 03 October 2024. |. Portfolio Adviser. Of the 4,000 funds that are members of the Investment Association (IA), allocated across more than 50 categories, the specialist sector is home to about 130 constituents. In 2021, the IA reviewed the global and specialist asset classes with a view to creating more granular and relevant classifications to ...
PA Plus - Portfolio Adviser
WEBGravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure. A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.
News - Portfolio Adviser
WEBSep 17, 2024 — Portfolio insights: Video interview with Dale Nicholls. Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024. 19 December 2023.