10/13/2023
Square Mile: Advisers switch to income funds
According to fund research firm’s market intelligence report for Q3
Alternative Investments
10/12/2023
CFA Institute Launches Diversity, Equity, and Inclusion Code for the Investment Profession in the UK
DEI Code signatories to commit to six defining principles to accelerate change
10/12/2023
Regional REIT appoints ARA Europe as investment adviser
Replaces Toscafund Asset Management
10/11/2023
Kroll launches digital platform for illiquid asset-management
Kroll has founded a new valuation platform, to help manage portfolios and illiquid assets to that end.
10/11/2023
Ireland to invest corporate tax profits in new sovereign wealth funds
Eurogroup president Paschal Donohoe says the Irish government is resisting populist pressure to ‘spend every cent we have.’
10/11/2023
Tabula launches Paris-aligned ultrashort bond ETF
Investment grade corporate bonds
10/10/2023
The best-performing Prudential pension funds of the decade
Prudential’s best pension funds since 2013 conclude this Trustnet series.
10/10/2023
SJP extends Young Enterprise tie-up to promote financial education
In the upcoming academic year, SJP and Young Enterprise will form a further seven partnerships with schools.
10/10/2023
Advice firms’ growth ambitions dampen amid ‘soft markets’
The research consultancy found small firms are more likely to be looking to sell or exit.
10/09/2023
Net fund flows remain positive, while Fixed Income Funds turn to outflow
Inflows into Tracker Funds doubled to £1.6 billion, from £860 million in July.
10/09/2023
Double win at annual Kreston Global Awards
The annual Kreston Global Awards are the culmination of Kreston Week which brings together 25,000 people from 160 independent accountancy firms across 115 countries.
10/09/2023
Nomura AM launches EM corporate bond fund
Managed by Meno Stroemer
10/06/2023
Dynamic Planner integrates system with CURO
Allowing all client information and valuation data to automatically pull through to different processes
10/06/2023
AssetCo dumps fledgling infrastructure unit
Martin Gilbert’s asset management consolidator is selling loss-making River & Mercantile Infrastructure LLP to its managers for £1.
10/06/2023
Why DEI efforts fail: The importance of proper diagnosis and robust follow up
Despite this, progress appears slow.
10/06/2023
Seven key lessons for schemes thinking that transacting with an insurer is the solution
Trustees need to make sure that investments are aligned to derisking goals and reflective of their current position.
10/05/2023
Novia assets dip despite increase in customer numbers
It put down the reduction to a “challenging year for investors, following global market volatility”.
10/05/2023
Link Fund Solutions rebrands Odey AM and Brook AM funds following transfer
Investment manager change
10/05/2023
Why do advisers turn clients away?
Some people are turned away by advisers because they want to choose their own investments, which could fly in the face of the advice given.
10/05/2023
Apex Group completes acquisition of MJ Hudson
Apex Group successfully closes acquisition of MJ Hudson business units in Ireland, Luxembourg and Channel Islands.