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Surveys & research

Lisette Cooper, Athena

Athena research focuses on constructing impact portfolios

Wed, 26/04/2017 - 13:08

Athena Capital Advisors has released new research on a framework for constructing diversified, multi-asset class investment portfolios that seek both financial and social return. »

Brexit uncertainty impacts retirement planning

Wed, 26/04/2017 - 01:01

The Brexit effect is creating uncertainty among people planning to retire in 2017, with more than one in four (27 per cent) of this year’s retirees worried the decision to leave the EU will negatively impact their finances in the long term, according to research by Prudential. »

Robo-advice appeals to higher earners

Tue, 25/04/2017 - 13:18

The demand for robo-advice rises with income, despite it being widely seen as a low-cost financial advice solution, according to Deloitte, the business advisory firm. »

ETF Securities publishes triannual research

Tue, 25/04/2017 - 08:50

ETF Securities has published its Triannual collection of research. Focusing specifically on the inclusion of inflation linked bonds in a portfolio, Morgane Delledonne, Associate Director, Fixed Income Strategist comments that inflation-linked (I/L) bonds generally outperform nominal bonds in times of rising inflation and growth by an average of 3 per cent. »

Philanthropic knowledge ‘can help wealth managers boost AUM’

Fri, 21/04/2017 - 09:58

Philanthropic knowledge, recommendations and guidance around private foundations and donor-advised funds (DAFs) can help wealth managers increase their assets under management (AUM), according to a survey by Foundation Source. »

Employers expect LISA to transform workplace savings

Thu, 20/04/2017 - 10:25

Seventy per cent of large employers are considering offering a Lifetime ISA (LISA) or Workplace ISA (WISA) through the workplace within the next five years, according to a survey by Willis Towers Watson. »

Brexit marks shift in risk appetite of UK investors

Wed, 19/04/2017 - 07:44

Some 2.21 million investors in the UK are entering the new financial year with a greater risk appetite and seeking fresh investment angles, according to a survey of 1,000 UK investors by IW Capital. »

B2B route to robo advice recommended

Tue, 18/04/2017 - 09:41

Wealth management firm Celent has released a new report titled Robo in a Box: The UK Adviser and the Future of B2B Robo Advice. »

Almost half of Generation X looking to property to finance retirement

Wed, 12/04/2017 - 10:01

Nearly half (47 per cent) of 35-54 year olds (Generation X), or 8.3 million people in the UK, are planning to use property to help finance their retirement, according to a survey from the Pensions and Lifetime Savings Association. »

ISA advice central to boosting real savings choice, says MetLife

Wed, 12/04/2017 - 09:47

Confused savers want advice on how to increase their investments into ISAs as the tax-free limit is increased to GBP20,000, research from MetLife shows. »

A third of wealthy investors dissatisfied with how money is growing

Tue, 11/04/2017 - 12:59

A third of wealthy investors are not satisfied with how their wealth is growing, YouGov research has revealed. »

Japanese investors key to global real assets funding, says AMP Capital

Japanese investors key to global real assets funding, says AMP Capital

Tue, 11/04/2017 - 12:57

Investors from Japan are primed to play a key funding role for global infrastructure and real estate, according to analysis from AMP Capital.   »

Juan Alcaraz, Allfunds

Allfunds number one European funds distribution platform, says report

Thu, 06/04/2017 - 10:12

Allfunds Bank remains the largest fund distribution platform in Europe with over quarter of trillion Euros of assets under administration (AUA), according to a funds distribution report. »

ISA comes of age having delivered many happy returns, says Prudential

Thu, 06/04/2017 - 06:00

The ISA comes of age in April, reaching its 18th birthday, with plenty of reasons to celebrate and many happy returns for customers who have invested in the tax-free savings and investment accounts, according to analysis by Prudential. »

Study from Irwin Mitchell Private Wealth finds tax revenue at risk if non-doms leave the UK

Wed, 05/04/2017 - 12:55

A study from Irwin Mitchell Private Wealth and conducted by the Centre for Economic and Business Research finds that reforms to the tax rules for non-doms could reduce tax revenue if more than two-fifths of those affected decide to leave the UK. »

Landlords feeling unfairly targeted by tax changes

Wed, 05/04/2017 - 10:47

Far more landlords believe they will be affected by the phasing out of tax relief than government estimates suggest, according to a study by AXA. »

Wealthy investors prefer mix of human and robo-advice, says survey

Fri, 31/03/2017 - 07:52

Two-thirds (68 per cent) of emerging wealthy and high-net-worth investors in North America prefer “hybrid” investment advice – a combination of traditional advisory services and low-cost digital tools – over either a dedicated human adviser or conventional robo-advisory services alone, according to research by Accenture. »

Wealth management firms face five years’ worth of work to meet MiFID II deadline

Fri, 31/03/2017 - 07:00

Wealth management firms will face five years’ worth of work to comply with MiFID II legislation, the framework of European Union legislation for financial instruments, according to research by financial regulation consultancy Bovill. »

Pension flexibility for DB members becoming the new norm, says research

Wed, 29/03/2017 - 09:30

Growing numbers of defined benefit (DB) pension scheme members are adopting additional options offered to them since the introduction of “freedom and choice” reforms, according to research from Willis Towers Watson. »

Lou Maiuri, State Street

Investors find sustainable value through ESG, says State Street

Tue, 28/03/2017 - 13:31

Traditional obstacles to environmental, social and governance (ESG) investing are fading, while one significant barrier remains – a lack of transparent, standardised and quality data, according to a global survey of institutional and retail investors sponsored by State Street Corporation. »

Advisers forecast big increase in DB pension transfer enquiries in 2017

Tue, 28/03/2017 - 09:37

Two thirds (65 per cent) of financial advisers expect client enquiries about transfers from defined benefit (DB) to defined contribution (DC) pension schemes to increase over the next 12 months, with almost a fifth (19 per cent) expecting a “significant” increase. »

David Giunta, Natixis Global Asset Management

Investors rewarded for risk-taking in 2016 despite volatile first half

Tue, 28/03/2017 - 09:04

A volatile first half that began with the worst start for the Standard & Poor’s 500 since 1928 and concluded with the UK’s Brexit referendum favoured portfolio diversification during that period, but US investors who owned more higher-risk assets ultimately outperformed their peers during 2016, according to the Natixis Portfolio Clarity US Trends Report. »

Michael de Verteuil, Linedata

Asset managers have socio-economic and political concerns

Tue, 28/03/2017 - 08:56

Social and geopolitical turbulence across Europe and North America are concerns for global asset managers, according to the 2017 Linedata Global Asset Management & Administration Survey. »

New study finds Asian institutions driving ETF growth

Mon, 27/03/2017 - 10:06

Low cost investing and the rise of the robo-advisory model in Asia are causing a number of traditionally active fund houses to ramp up their passive capabilities, including strategic beta, a new study finds. »

Mark Pugh, PwC

UK asset and wealth managers optimistic but costs continue to rise, says survey

Mon, 27/03/2017 - 09:08

UK asset and wealth managers returned to optimism in the first quarter of 2017, following a period of intense pessimism throughout 2016, according to the latest CBI/PwC Financial Services Survey. »

Craig Bridgewater, KPMG

KPMG survey reveals the impact of technology

Fri, 24/03/2017 - 14:00

To investigate the extent to which technology is disrupting the financial services sector, KPMG recently partnered with the Alternative Investment Management Association (AIMA) and the Managed Funds Association (MFA) to determine how managers are responding.  »

Advisers see surge in ISA transfer demand

Thu, 23/03/2017 - 09:57

Advisers are seeing a surge in demand for ISA transfers as savers worry about a lack of real savings choice, according to research from MetLife. »

IFISA awareness still low

Tue, 21/03/2017 - 12:45

The new Innovative Finance ISA (IFISA) ticks the top three investment priorities but awareness of it remains low, according to research amongst UK investors. »

Liverpool adviser deals top GBP342 million in 2016

Tue, 21/03/2017 - 09:15

Deal values of transactions made by Liverpool-based professional advisers reached more than GBP342 million in 2016 – a decline of 13 per cent compared to the previous year, according to the latest Experian report. »

Paul Smith, CFA Institute

Investment professionals increasingly concerned about negative impact of geopolitical risks, says survey

Wed, 15/03/2017 - 10:08

Concern about the impact of geopolitical risk in the investment profession has grown since the UK’s decision to leave the European Union in July 2016, according to a poll of almost 1,500 investment professionals from around the world by the CFA Institute. »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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