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Industry Future

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May 2009

Tales of the unexpected?

In order to fully meet client expectations – and those of the regulator – it is crucial that client risk assessment and ongoing portfolio management is robust, clearly audited and easily understoo
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8 July 2009

Responding to the RDR – helping firms survive and thrive

Following the release of the FSA’s June Retail Distribution Review (RDR) consultation paper, Philip Hayton will be talking to Chris Cummings, AIFA Director General, about how financial advisers can ...read more
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April 2009

Generating lift

With stock market performance remaining uncertain, funds with the potential to offer equity market exposure while reducing downside risk could provide an ideal solution. Ryan Hughes explains.
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April 2009

Seizing opportunity

Jim Leaviss, Head of M&G Retail Fixed Income, explains why he believes there are opportunities for strong returns in global fixed interest.
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April 2009

A refreshing alternative

Gavyn Davies, Chairman of Fulcrum Asset Management, explains how the Fulcrum Alternative Beta Plus Fund is designed to capture many alternative streams of investment returns.
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April 2009

Fit for purpose

Platform providers have a responsibility under the Conduct of Business Sourcebook (COBS) to ensure the investment choices available to clients are fit for purpose.
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April 2009

Size matters

Jeremy Mugridge reports on the latest platform industry data from Lipper FMI and highlights why scale and sustainability are so important.
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March 2009

A one-stop global solution

Ryan Hughes introduces the Skandia Global Dynamic Equity Fund.
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March 2009

Real Opportunities?

Angus Murray, founder of alternative investments specialist Castlestone Management, makes the case for allocating to ‘real’ assets.
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March 2009

Staying on track

Tom Sheridan, CEO of Seven Investment Management, argues for a structured approach to portfolio planning underpinned by passive investments.
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