Parmenion service to offer model portfolios By Fund Strategy  29-Sep-2008 12:00 AM
Parmenion Capital Partners has launched an in-house discretionary investment management service.

ifs to offer chartered level accreditation By IFA Online  02-Nov-2007 12:00 AM
The ifs School of Finance is now able to offer chartered level accreditation after being granted approval by the Privy Council. Ifs says attaining its chartered status is the 'pinnacle' of a member's career and can only be obtained by those who

Schools given £11.5m to teach finance By IFA Online  07-Sep-2007 12:00 AM
Government plans to teach financial education in schools took a step closer to becoming reality today after The Treasury announced a cash injection of £11.5m into the scheme. The money, which will be used to teach children "how to open a bank

Education key to saving for future By IFA Online  11-Jul-2007 12:00 AM
Financial education is vital to curb the disturbing trend of low personal saving, according to Scottish Widows. The firm released its savings and investment report on 11 July, examining attitudes to and understanding of savings and investments.

What kind of underlying assets are suitable for children's investments? By Investment Week Magazine  26-Feb-2007 12:00 AM
Building a children's investment portfolio is no different to building one for an adult – it should be balanced and well diversified, using asset classes appropriate to the length of the investment period Over the past few years a

The pros and cons of Fofs and Moms By Investment Week Magazine  08-Feb-2007 12:00 AM
Fund of funds and manager of managers funds have differing investment freedoms, so before committing clients' money to one or the other it is important you know what the advantages and drawbacks are One of the enduring debates around

Quasi open-ended structures can control discounts By Investment Week Magazine  01-Feb-2007 12:00 AM
Using a quasi open-ended structure can help to control discounts and keep away arbitrageurs but will only work well if the trust is performing strongly The investment trust sector is better referred to as the investment companies sector as it

FUND MANAGER'S COMMENTCDSs can be a useful investment tool By Investment Week Magazine  01-Feb-2007 12:00 AM
"With CDS, like any other bond asset class, there can be no substitute for comprehensive analysis"Martin Foden, senior credit analyst, Royal London Asset Management The bond bull market has been accompanied by extravagant growth in structured

How to navigate the skewed market of 2007 By Investment Week Magazine  01-Feb-2007 12:00 AM
"Hindsight allows us to recognise an obvious wrong valuation of large caps in 1999."Chris Rice, head of European equities, Cazenove Capital Management We have spoken for some time now about the relative value that exists in large-cap shares

Where cautious investors should look to put their money By Investment Week Magazine  23-Jan-2007 12:00 AM
Guaranteed investment bonds protect investors' original capital and are taxed as part of income, making them a superior alternative to a deposit account which offers exposure to equities For many years long-term cautious investors were advised

Taking the rough with the smooth: benefits vs the costs By Investment Week Magazine  22-Jan-2007 12:00 AM
Investment bonds are useful investments for people looking for growth, income or inheritance tax mitigation, but add in an extra layer of charges According to recent research, when it comes to choosing a provider, no matter what the product

Annuities are still an essential part of the retirement mix By Investment Week Magazine  19-Jan-2007 12:00 AM
Despite the attractions of trivial commutation or alternatively secured pensions annuities are still the most financially-efficient way of providing income in retirement One of the major changes to pensions legislation in the new simplified

Building a dynamic UK Reit structure By Investment Week Magazine  15-Jan-2007 12:00 AM
The introduction of Reits heralds a dynamic change for property as an asset class and offers new opportunities for investors. Their launch in the UK is the result of close consultation between industry and the Government, and this has resulted in a

Keeping an open mind By International Investment Magazine  13-Dec-2006 12:00 AM
Often unappreciated, hedge funds were born of the notion of making money as stock prices fell. It is the philosophy of managing risk as opposed to avoiding it that makes them a compelling investment The term hedge fund is probably one of the most

Safe and sound By IFA Online  05-Dec-2006 12:00 AM
There's more to NS&I than Premium Bonds. Beyond the chance to become a millionaire, the group provides a wide range of tax-free schemes and savings plans, and although it may not offer headline-seeking rates, it does give peace of mind

Investment trusts allow a greater degree of freedom By Investment Week Magazine  22-Nov-2006 12:00 AM
Managers of investment trusts have greater investment freedom than their peers in the world of Oeics and unit trusts but Ucits III will allow open-ended vehicles to make greater use of derivatives In looking at the skills and experience required

Aim leads investors into expanded Aim market By Investment Week Magazine  16-Nov-2006 12:00 AM
Following the admission of Aim-listed vehicles to the AIC Simon Harding compares and contrasts these vehicles with investment trusts, as well as the differences in risk and reward the two vehicles offer UK-based investors looking for products into

How to find a suitable structured product By Investment Week Magazine  16-Nov-2006 12:00 AM
Structured products suit a variety of investors but before an investor of any profile invests in a product of this type they should consider some key questions One of the biggest misconceptions regarding structured products is that they are at the

The nuts andbolts of structured products By Investment Week Magazine  16-Nov-2006 12:00 AM
There are a variety of structured products on the market to suit different types of investors, depending how much growth, income and protection they want A study of the rise of sales trends and volumes over the past year shows two very apparent

Airing views on Ucits III By Investment Week Magazine  16-Nov-2006 12:00 AM
Ucits III has brought in greater investment freedoms for funds but not all funds will make use of these as they choose to adopt a more traditional investment strategy A variety of commentators have aired their views about the benefits and risks

You get what you pay for By International Investment Magazine  10-Nov-2006 12:00 AM
Small differences in fund manager charges can have a huge impact on investment returns, which is why the debate on fund charges versus fund performance is set to continue Choosing a collective investment fund for a client can be a daunting

Measure for measure By International Investment Magazine  09-Nov-2006 12:00 AM
With the accurate comparison of the performance of private client portfolios proving a complicated task, it is clear the industry needs to rethink its approach It is human nature to want to know who is the best at anything and everything. The

Peits are a risk worth taking By Investment Week Magazine  01-Nov-2006 12:00 AM
Private equity investment trusts are a great substitute for VCTs now that these vehicles are less tax efficient, and are also better suited to retail investors with smaller funds A private equity investment trust, sometimes referred to as a Peit,

Investment flexibility essential in planning pensions By Investment Week Magazine  01-Nov-2006 12:00 AM
Multi-manager pensions and Sipps allow you and your client to decide exactly how much time and involvement you want to spend on the asset allocation in a pension Recent research indicated that 54% of advisers rank the underlying range of

A skillful combination is the way to achieve real value By Investment Week Magazine  01-Nov-2006 12:00 AM
On their own alternative investments can be high risk but put together with conventional investments they can offer an improvement on traditional structures It is not often that you will see the word pioneer written alongside institutional

A skillful combination is the way to achieve real value By Investment Week Magazine  01-Nov-2006 12:00 AM
On their own alternative investments can be high risk but put together with conventional investments they can offer an improvement on traditional structures It is not often that you will see the word pioneer written alongside institutional

Breaking the ice By IFA Online  01-Nov-2006 12:00 AM
Dabbling in the hedge fund industry does carry a certain amount of risk: LTCM has taught us that, says stockbroking guru and co-founder of Seven Investment Management Justin Urquhart Stewart, though well-managed funds do exist and it is up to the

What is an annuity? By IFA Online  01-Nov-2006 12:00 AM
An annuity is essentially an income insurance against living too long and, with life expectancy steadily increasing, it is something from which most people will benefit An annuity provides a guaranteed income for life in return for a lump sum

Socially-aware investment strategies By Investment Week Magazine  31-Oct-2006 12:00 AM
There are a variety of ethical investment products available to retail investors with different investment strategies, making it easier for investors to align their money with their conscience People are becoming increasingly ethically and

Shareholders and regular money help keep arbs at bay By Investment Week Magazine  26-Oct-2006 12:00 AM
Although many companies do not actively market investment trusts it is important to attract small shareholders and ensure money is regularly invested to keep arbitrageurs at bay Most management companies do not actively market investment trusts to

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