Investment
Investment | 4 Oct 18
Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
Baillie Gifford trust ventures into unquoted companies
US Growth trust can hold up to 50% in unlisted securities
Stonehage Fleming joins forces with Lombard International
Family office will offer unit-linked life assurance to clients in 20 markets
Best Practice | 3 Oct 18
Advisers may lose clients if they fail to embrace ESG
IFAs need to factor in younger clients’ concerns but a survey shows advisers want better ESG fund ratings
Financial planning | 3 Oct 18
Should advisers probe clients’ ethical beliefs?
Intermediaries need to identify a client’s ethical beliefs before recommending investments