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Sep 09, 2020
What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.
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Sep 09, 2020
With the authorised corporate director (ACD) back in the media spotlight again in relation to Woodford, now is a good time to explore how it's been one of the most overlooked components of asset management, with the fund management firm, individual fund managers and sometimes the asset allocator taking the limelight.
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Sep 09, 2020
For the first time in history, the annual Jackson Hole economic meeting was a virtual affair. Jerome Powell, Federal Reserve Chairman took this opportunity to set out a new policy framework. We discuss the implications of this change and our views in this update.
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Embark Adviser newsletter, Managing risk
Sep 07, 2020
We have produced a short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed - and left in no doubt about the value of your advice - during periods of volatility. This is part one of the series.
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Aug 11, 2020
ESG is now a key part of the investment process for the vast majority of fund management firms. For some, this has been a natural progression while for others, a great deal of work has been undertaken to embed these factors anew.
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Aug 11, 2020
Tackling the five myths of ESG investing: is it a fad or is it really here to stay? HINT: 68% of advisers would pay more attention to the ESG risks associated with investments and 88% agreed that the crisis reinforced the importance of stewardship.
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