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.

Tips to attract, engage and motivate your employees

What is the biggest challenge you face in your advisory firm? I'm guessing 'people management' (finding, retaining and motivating employees) comes out on top, or close to it. Most recently, in almost all of my discussions with advisers they have cited an inability to...

Does ‘low risk’ really mean low risk?

Previously Quintin Rayer looked at risk in financial products; with emphasis on the different forms risk may take [1]. Here, a useful way of looking at risk between different financial products is considered, with an overview of some key risk components and a...

Photos and 9 insights from our recent event

If you regularly read our content or follow us on Twitter you will know that last week, in association with Bankhall and Fairstone Group, we hosted an event with Rory Percival on the topic of regulatory change in 2018 and how it can add value to your...

Why traditional safe havens might not work

“The only free lunch in investing” is how Professor Harry Markowitz, Nobel Prize winner and creator of modern portfolio theory, described diversification back in 1952. The idea of effective diversification is based around the assumption that some assets will be...

How investors can do well by doing good

This article is not going to be political. As a firm, we have always been proponents of the idea that politics and market forecasts do not mix. However, we know that some of our clients wish to express their beliefs and hopes for the future in the way they allocate...

Tips for advising the ‘sandwich’ generation

About a year ago I came across the term the ‘sandwich generation’ and while it sounds like a demographic devoted to devouring all manner of things between two slices of bread, the Wikipedia definition is as follows: A generation of people, typically in their thirties...

Segregated Mandates: Another bite at the apple?

Everyone is getting into the game of creating their own fund. St James’s Place (SJP) and Old Mutual have been doing it for years. Heather Hopkins, MD of NextWealth, this week tells us why Discretionary fund managers (DFMs) and large IFAs are jumping on the bandwagon...

The EQ Investor’s spring update

Damian Lardoux, Portfolio Manager at EQ Investors actively selects funds for the EQ Positive Impact Portfolios. The portfolios aim to make a positive impact on society and the environment through their investments. The latest quarterly update features companies that...

Spotlight on Tacit Investment Management

We are pleased to introduce our newest DFM partner, Tacit Investment Management, a business we've learnt a lot about over the last few weeks. When we bring on new partners, I'm often surprised by how different they can be - a stark contrast to the belief held by some...

Preventing clients from being hurt by human nature

The recent increased levels of market volatility has put many investors (and no doubt your clients) on edge – concerns that often lead to the clients calling you. They want to understand the reasons that the media headlines they’re seeing over their morning coffee no...