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.

Automation for the nation: the future of finance

Artificial intelligence (AI) is infiltrating every area of modern life, from voice recognition devices like Alexa to driverless cars. And financial technology is not immune from the relentless march of AI either. In recent years, AI has injected fresh impetus into the...

10 key learns from the recent ESG seminar

Articles about Ethical, Social and Governance (ESG) investing in the DISCUS newsletter are always extremely popular. So when an invitation arrived from Brendan Llewellyn to attend a seminar on the subject hosted by Adviserhome  I went along to check out whether this...

Decumulation: read and you could win!

Answer the three questions on decumulation at the end of this article for your chance to win one of four pairs of tickets to the Vitality Blast T20 match between Middlesex and Essex at Lord’s on Thursday 16 August 2018. The package includes pre-match dinner and drinks...

What is Social Investment Tax Relief (SITR)?

Earlier this year I attended a BlackRock media event focused on what the future might hold for the financial services profession, looking forward to the year 2025. A key topic highlighted during the discussion was the increased adoption of 'values based' investing,...

Entrepreneurial journey: the catalyst of inspiration

John Dance, CEO at Vertem, was inspired to set up his own business after hearing the personal story of a successful entrepreneur.   It’s funny how inspiration is sometimes only appreciated in hindsight, in many ways that is probably the best way of looking back on the...

Techie tiger, digital dragon

Some might think ‘emerging market technology’ is an oxymoron, but investors should be wary of jumping to such facile conclusions. Today, the picture of emerging markets (EM) as commodity exporters and cheap factories is fast becoming outdated. This article reveals how...

Has the Robo-Adviser frenzy peaked?

In light of the news that WorthFM, a robo-adviser geared specifically toward women, closed its doors only after a few short years, and New York-based Hedgeable just announced it was closing its investment management portal, our industry should begin wondering if we...

Sustainable investing: the new norm

Over the past year, there has been a seismic change in attitudes towards sustainability and the future of our planet. One year has passed since Donald Trump renounced the Paris climate change agreement, claiming it is "draconian" and could lead to a "very diminished...

Managing clients’ expectations in volatile times

As financial advisers are only too aware, managing investments is one thing, but managing clients and their expectations can be quite another. At no point in the financial cycle is this more apparent than when the markets wobble and the value of investments goes down...