View more on these topics

Thames River looks at full disclosure

Thames River Capital is revamping its multi-manager fund factsheets, with full disclosure of all the holdings in its portfolios a probability.

The separate market commentaries that currently appear on each factsheet will be replaced by a single commentary covering all funds because managers Gary Potter and Robert Burdett found that they were repeating the same information across more than one fund.

The co-heads of multi-manager have also been awarded an AAA rating from Standard & Poor’s for their global boutiques fund. Previously, the fund had an AA rating, but this has been upgraded due to consistent top quartile performance, above average returns and the long-term track record of Potter and Burdett.

The fund aims for growth by investing in funds from management groups regarded as boutique in nature. Potter and Burdett have benefited from a boutique culture themselves at Thames River Capital, allowing them to focus on managing clients’ assets and spend the majority of their time looking for suitable investments for their portfolios.

In global boutiques, Potter and Burdett are sticking to the tried and tested. They are investing in experienced managers and companies which have at least three years experience of administering funds.

Potter says: “We look for great bottom up fund managers. We think boutique managers are better at protecting on the downside. They have smaller portfolios, less correlation with benchmarks, and have often learnt their trade at the big management groups.”

Recommended

12

The many faces of Barclays

Barclays is continuing to publicly champion raising standards of advice and increasing consumer confidence whilst rejecting complaints from customers unhappy with the service they were given by its multi-tied advisers.

10

Déjà vu- Keydata under review

Questions have been raised over regulatory standards after it emerged that Keydata was reportedly subject to scrutiny by the FSA eight years ago over potentially “misleading” Isa guides.

What are the key changes to transform pensions?

By Fiona Tait, pensions specialist In her final article for Royal London, Fiona Tait reviews key changes she believes have transformed, or will transform, pensions. In my 12 years with Royal London I have been paid to review, study and explain the numerous changes to pension legislation which have transformed our industry in that time. This is […]

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