Welcome to the first piece in our Climate Week series! While climate change is grabbing the headlines (and rightfully so), there's so much more to the Sustainable Development Goals (SDGs) that we can't overlook. SDGs 4, 5, and 10—covering education, gender equality, and reducing inequalities—are just as crucial to shaping the kind of world we want to live in. And guess what? The wealth and asset management industry is right at the heart of making this happen.
Insights from the Asset TV July Benchmark ReportThe 2024 Olympic Games ended in Paris, but the financial markets are still racing through their own hurdles. At Asset TV, we release monthly video benchmarking reports, providing companies with tangible viewing data to understand their audience better. The Asset TV July Benchmark Report reveals an intriguing interplay of financial trends and market sentiment, offering parallels to the flows seen on the Olympic tracks.
In a rapidly evolving investment landscape, Defined Contribution (DC) schemes are increasingly looking to diversify their portfolios with private assets.
In a world where markets are increasingly interconnected but also fragmented, staying ahead requires a sharp focus on trends that shape global equities. This was the backdrop for the Global Equities Masterclass, where industry leaders Julie Dickson (Capital Group), Bertrand Cliquet (Lazard Asset Management), and Max Burns (Aviva Investors) offered their perspectives on navigating today’s challenges and opportunities. Their insights couldn’t come at a better time, fresh on the heels of COP29, where climate action dominated global discourse.
Richard Stone, Chief Executive of the Association of Investment Companies, joined Baroness Ros Altmann to discuss the ongoing challenges and complexities facing the investment trust sector. Their conversation sheds light on regulatory issues leading to misleading cost disclosures. They also highlight the urgency in rectifying legislation, urging action to protect UK investment trusts from damaging consequences, stressing the need for informed investor decision-making.
John Portius, Managing Director at Charles Stanley; Simon Weldon, Founder of Weldon's Wealth Management, and Russell Facer, CEO at 360 Services, delve into the intricacies of consumer duty. The experts share their perspectives on the codification of consumer duty and what it means for advisers, how to deal with vulnerable clients, and how to demonstrate value for money with products and services.
In a recent panel discussion, three seasoned experts, Dan White (Head of Global Equities at M&G Investments), William Hench (Head of Small Cap Team & Portfolio Manager at First Eagle Investments), and Adam R
As we mark 20 years of #ESG's transformative journey in the investment world, it's clear that we are at a crucial crossroads. Our latest newsletter dives into the heart of this pivotal moment, featuring key insights from our first sustainable investing panel of 2024.
With industry experts: Cornelia Andersson (London Stock Exchange), Eleanor Fraser-Smith (Victory Hill Capital Partners LLP), and Paris Jordan, CFA (Charles Stanley & Co. Limited)
Highlights include:
- The evolving concept of ESG
- The critical role of regulation and standardization.
- Insights into how 80% of a company's emissions stem from its supply chain, spotlighting the urgent need for transparency and action.
For financial professionals, staying ahead of industry trends is crucial to success. Continuous Professional Development (CPD) is not just a requirement, it is a commitment to ongoing professional excellence.
At Invesco, we spend a considerable amount of time thinking about portfolio construction. For some of our multi asset portfolios, this means thinking about active and passive investment styles; an old-age and perhaps controversial debate, as proponents on each side are equally convinced that their approach is superior.
While tempting to make an ‘all-or-nothing’ active vs passive decision, we believe investors should explore the possibility of combining both approaches, thus allowing their portfolios to benefit from the advantages that each have to offer.
Are short videos more effective than longer ones? The common belief is that 'short is sweet and long is lax' when it comes to video content; but is this actually true? According to Asset TV’s latest monthly benchmark report, viewers watch an average of 9 minutes per video.View Our Latest Video Benchmark Report
