Investment
Best Practice | 13 Jun 18
Investing through retirement, not to retirement
Life doesn’t stop at 65 and neither should investing. But it should be adjusted over time to reflect the changing client risk appetite, which is where a smooth glide path comes into play.
Advisers ditch plans to shrink active allocations
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
Best Practice | 12 Jun 18
Pension checklist for changing job
It can be easy to forget about pension benefits when you are swept up in the excitement and stress of changing job. But as workplace pensions can be very generous, it pays to keep on top of any pots that have been built up, says Fidelity International’s Ed Monk.
Fund groups lacking dedicated A-share analysts
The inclusion of 230-odd China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
Machines to help run Blackrock equity range
Blackrock has launched six active equity funds in Europe that will combine “human and machine” management.