Knowledge and Insight

As the decision maker for the underlying client, it is important deputies and trustees are comfortable with and fully understand how the funds are being managed. 

Over the longer term, it can have significant effects on the purchasing power of a portfolio. This is particularly pertinent for personal injury and Court of Protection (PI/COP) clients who usually have an irreplaceable pot of money which needs to support them for life.

Equity selection – how to identify winners and avoid a permanent loss of capital

Scammers stole £479 million from almost 150,000 victims in 2020. The problem of financial fraud is worsening, and in particular the issue of fraudsters impersonating organisations like banks, investment managers and HMRC. How can you protect yourself?

In this session we explore which cities across the world are taking the greenest initiatives and showing the most promise. In the aftermath of COVID19 we see new patterns of work and commuting. 

Why our planet needs them to survive

This year has started off on a positive note, with vaccination programmes making rapid progress and keeping investors optimistic about the prospects for the global economic recovery. While bond markets experienced some volatility during the first quarter, the situation stabilised towards the end of the period.

Should charities employ an income-only or total return approach?

Earth Convention webinar: our panel explores how biodiversity – crucial to human, economic and planetary health – is declining faster than at any time in human history.

How businesses, societies and investors can work together

20 of 22 targeted companies now compliant.

Earth Convention webinar: what we eat and why it matters. Our panel explores the global impact of the food system on the environment and climate change.