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Analysis
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willings
Better business
Client Q&A – An introduction to wealth management
A short, generic, plain-English guide you can use with your clients. Or not
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
Trilliam Jeong: Turn adviser retention into a competitive advantage
In an industry built on relationships, adviser attrition is more than just an HR issue
Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
The MPS platform challenge – can it be solved?
The most serious challenge to the continued growth of MPS is the complexity of implementing it on platforms
When should you call time on a particular fund holding?
It takes a combination of factors for fund managers to thrive – should any of these change, it may be...
MPS v unitised solutions – which has the edge?
How and where advisers should outsource their investment function remains open to debate
The multi-asset sands continued to shift in 2024
New launches, performance, flows and innovation
Andy Parsons: A matter of fact(sheets)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
MPS comparison tools begin to address key gap in advisers’ toolkit
Performance measurement has struggled to match the evolution of the model portfolio market but a raft of new comparison tools...
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
Picks for ‘26: A micro-driven pivot back to the US
Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
