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Many Happy Returns

When we decided, nearly 10 years ago to adopt index tracking funds into our client’s portfolios, the investment industry was quite different to today. In 2007, investment processes were less precise, Margot Robbie had yet to explain what a sub prime mortgage was, and index tracking funds were only used [...]

Many Happy Returns2021-02-08T12:31:05+00:00

♫ The Folly and the High Fees ♫

Latest study suggests trustees should revisit their investment strategies. The Financial Conduct Authority’s (FCA) latest report suggests that the season of goodwill does not extend to the asset management industry. The “asset management market study” examines the performance of UK fund managers, shining a spotlight on fund charges, fund performance [...]

♫ The Folly and the High Fees ♫2021-02-08T12:31:06+00:00
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