DISCUSS

Content to inspire and start conversations.

 

At DISCUS, we’re here to keep you informed and up-to-date on the outsourced investment market. We feel passionately about helping advisers and other professionals to deliver an exceptional client experience, which starts with finding the right partners to support you in your business. On these pages you will get to know our discretionary manager partners and have the ability engage in conversation. Use the comments section to give us your thoughts and feedback. We’re building the DISCUS offering around you, so be sure to have your say.

Boutique DFMs win against the bigger players

We were pleased to see two of our partners win awards for their investment performance at the recent Citywire Awards. Tacit Investment Management took the title Best Small Firm, for the second year running, after delivering benchmark-beating returns with below average...

The positive revenue impact of using DFM

Money makes the world go round, or so the saying goes, and the value of Discretionary Fund Management (DFM) report by Rathbones set out to discover exactly how adopting a discretionary fund manager could hit the pockets of advisers. The report revealed that some...

The next decade: 2020 vision

One hundred years ago, the Roaring Twenties were about to begin. As the recovery from World War I turned into an economic boom, technological development and social liberty started to modernise almost everything about life – from films to fashion to finance. In the...

Stay focused on your objective

With the focus very much on short term issues in the UK and US, we believe investors are missing key longer-term implications being highlighted in government bond markets. Government bond yields around the world have continued to fall even whilst economic growth has...

DFM and investment performance

A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare...

Climate-friendly investing

Climate concerns have emerged as a significant theme in ethical and sustainable investing.  Global warming is almost certainly the most significant challenge and the greatest threat that humanity, and our planet, face today[1]. Therefore, an increasing number of...

The real impact of values-based investing

Our friends at EQ Investors have just released EQ's annual impact report. The report, titled ‘Investing for people and the planet’, presents the social, environmental and financial results generated by EQ’s Positive Impact Portfolios. Read on for key highlights from...

How can DFMs differentiate in today’s DFM market?

I caught up with a contact of mine today, visiting from South Africa, and discussed a challenge many of the larger DFMs face - that of how to differentiate against their similarly-sized peers. Many advisers I speak with say 'but aren't all DFMs the same?'. Here at...

This simple strategy could transform your business

I'm sure you're familiar with the statistic: it can cost five times more to attract a new customer vs. retain an existing one. So, does that mean you should set prospecting aside? Perhaps. Because the greatest growth opportunity could exist within your own book of...

It’s time for responsible capitalism

Since pulling out of the global financial crisis, markets have been on one of the longest bull runs in history. Yet as wages stagnate, productivity slumps and living standards drop, large swathes of people in Western democracies feel left behind. Many of them are...

Passive investing: too much of a ‘good thing’?

There is little doubt that over the last decade, investors with portfolios including index-tracking strategies, have benefited from an environment in which cheap beta has thrived. However, GAM Investments’ Matthew Beesley questions whether the unrelenting appetite for...

Negative rates: it’s a looking glass world

The period in which we live is drenched in contradictions; political, economic and financial. The poor old White Queen has been dragged from the pages of Through the Looking Glass to declaim on believing “six impossible things before breakfast” more times than we can...

The future of retirement with Baroness Ros Altmann

Financial planners and wealth managers are conditioned to think about the future - whether it’s helping your clients to plan for old age or investing in companies that will still be profitable in 30 years’ time. As part of their ‘exploring the future’ series,...