Analysis
Best Practice | analysis 7 Mar 17
Countries travel at different speeds in global ethics journey
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).
Equities | analysis 3 Mar 17
US equity funds to watch based on their AUM
The largest US equity funds are dominated by managers with a great deal of experience who focus on companies with the potential for durable growth.
Equities | analysis 2 Mar 17
Newcomer US equity funds to watch
US equity funds launched in the past three years show a renewed interest in small-cap companies with strong competitive advantages.
Equities | analysis 2 Mar 17
US equities to watch based on their three-year performance
The top performing US equity funds over three years show that a disciplined and patient approach continues to pay off.
Best Practice | analysis 28 Feb 17
Challenging the status quo of an ‘outdated industry’
As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.