Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm takes into account human behaviour when constructing their portfolio, specifically by embedding the idea of volatility targeting in all of their strategies.
New investments at the right valuations are “scarce” following the changes to VCT rules introduced last year, says the chair of the Artemis VCT. Fiona Wollocombe, chairwoman of the £38.5m Artemis VCT, says that it is difficult to see the full impact of the rule changes, but says “new investment opportunities at appropriate valuations remained […]
Greece. There is a subject we have not discussed for a while, after not being able to get away from it a year ago. Over that period, it seems like the country’s underlying problems have proved stubbornly difficult to solve. This was not entirely unexpected. Indeed, in a report last July, after Greece’s bail-out had […]
The Complaints Commissioner has slated the FCA over its handling of a whistleblower’s report citing admin errors, poor communication between departments and “insufficient rigour”. The FCA must pay the complainant £300 compensation as well as carrying out a proper assessment of the information and evidence the whistleblower has, if they agree to it. The complainant wrote […]
Last year’s summer Budget raised a warning in respect of the use of salary sacrifice in exchange for additional pension provision. It stated: “Salary sacrifice arrangements can allow some employees and employers to reduce the income tax and National Insurance they pay on remuneration. They are becoming increasingly popular and the cost to the taxpayer […]
What does a well-diversifed portfolio look like? What were the quarterly trends in model portfolios in Q4 2015? The Portfolio Barometer highlights trends uncovered by analysis of 210 model risk-rated portfolios managed by UK financial adviser and wealth management firms in the three months from October to December 2015. The model portfolios under review were […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Martin Lewis wins claim against PPI chaser that used his image
- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]