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Managing investment risk in volatile markets

By Scott Sinclair, Embark Group

Embark Adviser newsletter, Managing risk

We have produced a short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed - and left in no doubt about the value of your advice - during periods of volatility. This is part one of the series.

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ESG: investment research considerations

By Gill Hutchison, Research Director, The Adviser Centre

Embark Adviser newsletter

ESG is now a key part of the investment process for the vast majority of fund management firms.  For some, this has been a natural progression while for others, a great deal of work has been undertaken to embed these factors anew.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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Investment returns are in the eye of the behaviour-holder

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter

Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?

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2020: a summer update

By Asim Javed, Alpha Beta Partners

COVID-19, Embark Adviser newsletter

The spring and early summer 2020 has been a period of superlatives in investment markets. Covid-19 has brought in its wake the fastest global falls in stock market history and one of the fastest rebounds in equity values – thanks to central bank activity.

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Fettered vs unfettered: The unfinished debate

By Fraser Blain, CCO, Horizon Funds

Embark Adviser newsletter

Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.

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