Investment Edge – Spring 2024

Alan Wateridge

(Tuesday, Apr, 09, 2024)
|   5 mins

Welcome to the latest issue of Investment Edge, where we bring you thoughtful insights and perspectives on topics that can help you add value to your clients – giving them ‘the edge’, so to speak!

In this issue, we look at:

  • Liquid real assets: The opportunities and considerations for retail investors looking to gain exposure to them as part of a robust and diversified portfolio.
  • Can you trust your DFM? The 10 factors that need attention when selecting and reviewing a provider.
  • Passive equity fund selection: How to look ‘under the bonnet’ when selecting a passive manager to ensure a best-in-class strategy is chosen.
  • Water Cooler Chats: What Sam Shaw, our Chief Product Officer has in store for the year ahead, his current thinking on AI and juggling his musical interests alongside a young family!

Click to read Investment Edge Q1 2024

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