22
Apr
2010
Is anyone managing the retirement gamble?
In this seminar we will explain how and why private client advice and portfolio management is not fit for purpose.
read more Events by Joe ClarkPosts tagged as investment process
30
Dec
2009
Choosing the right discretionary manager
Stuart recently commented on Industry website Citywire on the flaws in the practice of IFA’s outsourcing investment decisions.
read more News by Amanda Cleaver
20
Oct
2009
Independence: our response to RDR
Industry readers may be interested in our reponse to the FSA consultation paper on the Retail Distribution Review. We voice concerns the new standards of independence will catch some good guys out as well as the bad guys.
read more Commentary by Stuart Fowler
04
Oct
2009
Academic endorsement for outcomes-driven investment
EDHEC Business School’s model of how Liability Driven Investment should be applied to individual investment goals looks remarkably like ours!
read more Commentary by Stuart Fowler
01
Aug
2009
Integrating financial planning and investment management
Insights from ‘outcomes-driven’ investment practice
1st September 2009, IFP London Meeting
Presentation given by Stuart Fowler
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