Some 1.3 million UK investors believe either that they are not on track with their financial plans or have been completely thrown off course due to the COVID-19 pandemic, suggests a new study by Capital Group, one of the largest and most experienced investment companies in the world, with assets under management of GBP2.6 trillion.
Research & Analytics
The European Fund and Asset Management Association (EFAMA) has today released its latest Market Insights report, Perspective on the costs of UCITS. The full report breaks down the costs of UCITS, focusing on the fees charged for the different services provided along the investment fund value chain and distinguishing between the product cost for which fund managers are directly responsible, and the total cost of ownership borne by consumers, which includes the product cost as well as the costs of distribution and advice.
Despite the turmoil brought on by the Covid-19 pandemic, family-owned enterprises have managed to stay resilient. The world's largest 500 family businesses generated USD7.28 trillion in revenues, employing 24.1 million people across 45 jurisdictions. These and other findings were published today in the 2021 EY and University of St. Gallen Family Business Index which reveals how the largest family-owned businesses have responded to the recent turbulence in the global economy.
Over two-thirds of advisers are worried about the reputational risks of greenwashing and a potential backlash if they recommend products that are later accused of ‘greenwashing’, new research from Boring Money shows.
A joint study by NN Investment Partners (NN IP) and governance services provider Glass Lewis reveals that companies with stand-alone ESG committees do tend to have higher ESG scores, reflected in NN IP's proprietary ESG Lens.
Chip, the digital savings app, has analysed the demographics and behaviours of its 350,000 users to find a record number of female investors as well as trends that not only indicate a higher appetite for risk among women compared to typical data but also a strong uptake in Environmental, Social, and Governance (or ESG) investing.
As the historically paper-based wealth management industry undergoes a long-awaited digital transformation, mass affluent customers are now open to a wider range of providers managing their investments.
AJ Bell’s latest survey of over 300 financial advisers has found that three quarters of advisers say that they have had their clients ask them about investing in cryptocurrency and that 26 per cent of advisers have said that their clients hold cryptoassets.
New research shows fund managers exhibit decision-making and performance traits for life in line with market conditions at the beginning of their careers.
Research from BullionVault reveals that private investors across the Western world last month showed the weakest interest in buying gold since before the Covid Crisis began.