View more on these topics

Seminars explain role of Fofs in volatile markets

Edinburgh Fund Managers is running a series of investment seminars for IFAs discussing opportunities in the fund of funds market and their role in complete financial planning.

The 16 seminars in England, Northern Ireland and Scotland run from December 3 to 11. They are designed to explain to IFAs why it is more important than ever in the current turbulent market conditions to monitor clients&#39 portfolios to ensure they are achieving broad levels of diversity.

EFM believes funds of funds offer the benefits of diversification and active management to ensure portfolios are correctly positioned.

The fund manager says its acquisition of Edinburgh Portfolio this year means it is now able to offer a strong range of funds of funds. These include the Edinburgh performance portfolio and Edinburgh fund of funds portfolio, which are both ranked number one in their sectors over three years and show top-quartile performance over one, two, three, four and five years, according to Standard & Poor&#39s.

Speakers at the seminars include Edinburgh Fund Managers managing director of intermediary sales Jon Hodesdon, Edinburgh Portfolio managing director Paul Talbot and other representatives from the Edinburgh Portfolio investment committee. They will also provide an overview of global market conditions and make their forecasts for 2002.

EFM marketing director Marianne Cantley says: “While many investors are choosing to sit on their hands during the current turbulent market conditions, it becomes even more important for IFAs to monitor their existing portfolios to ensure their clients are achieving broad levels of diversity.”

Recommended

Flexible 100 per cent so Exclusive

Exclusive Connections has designed a flexible 100 per cent mortgage with a two-year discount. The mortgage has a 1 per cent discount for the first two years, giving a current payable rate of 5.50 per cent. Borrowers can overpay, underpay and take payment holidays, but interest is calculated monthly rather than daily and lump sum […]

Disgusted with Tunbridge Wells

In common with many of my clients, I have had a 10-year with-profits policy with Tunbridge Wells Equitable Friendly Society that matured on October 1.We all received a letter from Twefs on August 7, stating the maturity value due for payment on October 1. Due to the events of September 11, Twefs then decided to […]

Public like IFAs&#39 service but wary of commission

Consumers overwhelmingly approve of the service they get from financial advisers, but still see commission as influencing the advice they are given, says a new survey by KPMG.Eighty-one per cent of people taking advice when buying a mortgage, pension or life product say they were very satisfied with the service but 70 per cent believe […]

ABN Amro takes over from Fidelity in IFAs&#39 Isa poll

ABN Amro toppled Fidelity from its position as IFAs&#39most recommended Isa fund provider, according to new data compiled by Keydata in a poll that preceded September 11.The survey, done in August, which asked more than 500 IFAs which funds they were recommending, saw 15.5 per cent of advisers list ABN Amro as their top Isa […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com