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Trustnet’s alpha aims to pick the hot 100 fund managers

Trustnet has launched its new alpha manager rating service that highlights the top 100 managers by long-term performance.

Alpha manager ratings services is a quantitative-based tool that takes into account performance through all market conditions. It covers risk-adjusted alpha, consistency of performance versus a benchmark and consistency of a manager’s performance in rising and falling markets.

Manager data on Trustnet goes back to 2000 but anyone with a three-year track record can be an alpha manager.

The ratings are rebalanced once a year in a bid to counteract periods were managers have poor months or poor quarters. Any period where there is no record of performance is treated as a flat period.

Jupiter leads the list of firms with the most individual managers in the top 100, with a total of nine. These include Tony Nutt, John Chatfeild-Roberts and Philip Gibbs. Other leading firms include Fidelity and Newton with six and M&G, Schroders and Threadneedle with five.


ABI says EU should oversee regulators

The Association of British Insurers says major structural changes to UK regulation would be a “distraction” from current challenges but says an EU supervisor is needed to oversee national regulators.

Eadon calls for holistic equity-release approach

Former Personal Finance Society chief executive Tim Eadon has attacked the sales focus of advisers in the equity-release sector and called for more to offer holistic retirement planning.

Working relationship

Financial education in the workplace is a niche market in which Fluent Independent Financial Advisers’ brand has become well known.

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White paper — Nigeria International Insights

Jelf Employee Benefits closely examines healthcare provision and challenges within Nigeria. This will be of particular interest to HR decision makers with employees based in Nigeria, and assesses the environment, risks, facilities and safeguards that are relevant to organisations that are actively deploying expatriate staff in this location.


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