The latest news and views from our professional adviser blog
What responsible investment looks like
Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years.
Making a better world, and a profit
Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits.
FAANGs for the memory
A jokey present from Christmas past comes back to haunt David Coombs, our head of multi-asset investments. As the nights lengthen, he spooks himself by pondering the meaning of ‘tech’.
The importance of trust in DFM decisions
One of the main concerns among advisers prior to adopting a discretionary fund manager is how the new structure will be viewed by clients, and how their relationships with those clients could be affected.
Blinkers are for horses
Investors are galloping from one extreme to the other in all sorts of markets. But nothing is black and white, warns chief investment officer Julian Chillingworth, so investors should try to focus on the longer term effects and ignore short-term craziness.
The impact on revenue
It is money that makes the world go round, or so the saying goes, and the value of Discretionary Fund Management (DFM) report set out to discover exactly how adopting a discretionary fund manager could hit the pockets of advisers.
Be clear, be trustworthy
Brits are on board with investing sustainably to make the world a better place, but impenetrable jargon and complicated processes are preventing them from doing so. We need to try harder to speak their language, says Rathbone Global Sustainability Fund manager David Harrison.
DFM and investment performance
A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?
Time to buckle up
New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm.
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The value of discretionary fund management
Read the latest research on the effect of DFM on advisers, their businesses and clients
