Smarter Thinking...
We strongly believe that most IFAs are not given the tools or information by product providers to make the right decisions for their clients.
The information provided below will continually evolve and will focus on key areas such as capital protected products, strategic asset allocation, tactical asset allocation, structured investments, structured products, and risk diversification/asset allocation theories. Where information has been provided by third parties, we gratefully acknowledge their contribution to the universe of information on these subjects.
In addition, the Product Development Club is unique in the UK market and gives us an ear to the ground most insurance companies would kill for. This is another source of information which is invaluable. If you are interested in participating in the PDC, please read more on the associated pages or contact us for more information.
We have provided a Glossary of Structured Investment Terminology which provides some basic information which can be used as a reference for the following articles.
Finally, there are a number of other sources of information which have been included as links.
(some of these are pdfs and require a pdf viewer like Adobe Acrobat)
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| Key Principles behind the Four Pillars of Investment Wisdom | |
| Modern Portfolio Theory | An Explanation of Markovitz and MPT |
| Asset Allocation | The importance of asset allocation |
| Active v. Index Performance | Recent comparison of index funds and active funds performance (Q4 2005) |
| Can you beat an index? | Feb 2006 view on index v active funds |
| Portfolio Construction | How to construct a multi asset portfolio |
| ETFs | What and whys of ETFs... |
| BRICs | BRICs and portfolio diversification |
| Impact of Interest Rates | Incisive knowledge tools. Interest rates have many effects on investment product performance. |
| Pension funds should consider structured products | StructredRetailProducts.com report on new research on pension funds assets |
| All about Euromarkets | What is the Euromarket and how does it work. Particularly useful way to buy structured investments |
| Capital at Risk Products | FSA Factsheet (pdf) |
| The Barbell Approach | Investment Principles and the use of Guaranteed Equity Bonds. |
| What price protection | A review of asset classes and structures. |
| Risk Determination | Presentation to Millfield Group plc about structured products. |
| Risk Diversification | An overview of individual risk and product characteristics in terms of diversification. |
| UCITS | An overview of the new UCITS funds. |
| CPPI | An overview of CPPI and how it works |