Investment not about risk but uncertainty
Questions if performance can be achieved
Trio of risk-targeted funds to be run by Octopus Investments
In an ever-expanding world of multi-asset funds claiming to manage, profile, rate or target risk, it is important to understand precisely what is on offer, writes gbi2 managing director Graham Bentley.
Mix of in-house active and passive
Four risk-rated multi-manager funds
Alex Farlow reveals the criteria independent researcher Square Mile uses to identify the best risk-targeted funds.
The Investment Association (IA) has reopened discussions with members over how to reorganise its sector classification system after an initial consultation proved inconclusive.
Research and ratings group Rayner Spencer Mills Research (RSMR) has launched a range of model portfolios for directly authorised small advisory firms.
'Managers’ active share is key to fund selection'
The Investment Management Association (IMA) is understood to be looking at a range of sectors for the increasing number of risk-targeted funds which are choosing to remain unclassified.
Richard Romer-Lee's Square Mile consultancy has poached another research analyst from Morningstar OBSR as head of risk based solutions research.
As revealed by Investment Week last Friday, Zurich is launching Zurich Horizon Investment Solutions, a new investment proposition comprising a range of risk profiled funds managed by Threadneedle Investments.
Canada Life Investments has launched five risk-rated multi-asset portfolios for the UK retail market.
Former Skandia senior portfolio manager Ryan Hughes is to join Apollo Multi Asset Management, Investment Week can reveal.
Thesis Asset Management is developing a series of direct securities model portfolios for investors with a minimum investment amount of £25,000.
Legal & General Investments has launched a range of five risk targeted multi-asset funds with an AMC of just 0.25%, as it looks to benefit from the move by advisers to outsource fund selection.
For months now, in the build-up to the end of year RDR deadline, fund providers have been anxious to tap into adviser and client demand for risk-rated, multi-asset portfolios.
Smith & Williamson Investment Management is launching a range of risk-rated funds via SimplyBiz's investment service Verbatim.
BlackRock has launched a range of funds investing in a number of index trackers, as it moves to compete with the rise in demand for low-cost funds ahead of RDR.