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Smart Beta - Diffusing the Active vs Passive investment debate

22 August 2016

Following an investment strategy that is low in cost, liquid, diversified and adds value over the longer term makes a lot of sense – this is called a Smart Beta strategy typically focusing on extracting the premium derived from the value and quality investment styles in the markets.

The tide recedes … and Alpha emerges?

22 August 2016

As an industry, when we talk about alpha, we often use terms like “generate,” “produce,” and “create,” as if alpha were something that can arbitrarily be conjured at will. In our view, this language is misleading. Alpha is neither produced nor generated—it is captured. (Reminder: “Alpha” refers to the difference in return for an investment compared to a relevant benchmark. Higher alpha is preferred.)

Tickets for the non-stop roller coaster now on sale

22 August 2016

The investment industry has been riding a non-stop express roller coaster for a while now. When specific driving factors abate, new ones come to the fore forcing fund managers, and advisers, to ask where the next set of challenges are going to come from.

Investing in turbulent times – how to weather the storms

18 August 2016

When it comes to investing in the current turbulent markets, knowing what to do to protect and grow your wealth can be extremely confusing. However, Anil Jugmohan, Investment Analyst at Nedgroup Investments says the most important thing to remember when it comes to investing in times like these is to take advantage of those things that are within your control and to stick to your financial plan for the long-term.

quick poll

Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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