Unitised DFM vs. multi-asset funds

Unitised DFM vs. multi-asset funds

Advisers often ask us: what’s the difference between a multi-asset fund and Unitised DFM? Read for a detailed explanation of unitised Discretionary Fund Management (Unitised DFM) by Duane Hasnip, Client Manager at GAM. There seems to be a lot of confusion about...
How to navigate the new pensions landscape

How to navigate the new pensions landscape

It’s been five years since the then-Chancellor George Osborne announced this complete shake-up of the UK retirement landscape. In doing so, he transformed the long-term finances – and therefore the lives – of millions of people. But this freedom to choose...
Fossil divestment and engagement

Fossil divestment and engagement

Many investors are acutely aware of the risks from global warming [1],[2], including sea-level rise, storm surges, droughts, wildfires, extreme heat and extreme weather events [3],[4], [5]. Consequently, many ethical and sustainably-orientated investors have focused...
Suitability in today’s digital world

Suitability in today’s digital world

I recently, via Embark Group, hosted a dinner and round table discussion on the topic of Suitability in a Digital World. The event was exclusively for leaders in the Fintech space, who shared their unique perspectives and ideas. Given the challenges of suitability and...