New analysis reveals swing pricing dampens outflows in underperforming funds as Vanguard and Jupiter become the latest asset managers to introduce the pricing model. In addition, swing pricing has a limited effect during stress episodes despite liquidity mismatch being one of the issues the model aims to address, the Bank of International Settlements research says. Swing pricing […]
Advisers, and clients, don’t mind paying more for active funds. Provided they perform, that is. Active evangelists will pitch it as a simple dichotomy: you pay us more because we make you more. But what happens when they don’t? What is the mechanism that actually holds managers accountable? They get paid regardless. The fundamental philosophy […]
Think about the last time you received great customer service. You probably expressed that experience to others by describing it something like “fantastic service”. You may have used stronger adjectives depending on your exuberance and natural disposition. But what you are most likely talking about is your overall experience with the company. It is easy […]
Duchy Wealth Management will add £60m to AFH’s funds under managemenet Consolidator AFH has acquired Cornwall-based advice firm Duchy Wealth Management in a deal worth up to £630,000. The acquisition is the consolidator’s 13th of the current financial year. Duchy will add around £60m funds under management to AFH. For the year ended 31 March […]
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
News and expert analysis straight to your inboxSign up