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.

Big data and investing

At DISCUS we are always on the lookout for articles we believe our readers will find interesting and relevant. This week we came across ‘Big data and investing’, written by Anthony Lawler, Co-head of GAM Systematic. The article offers insight into how investment...

Is your advice firm in the eye of this storm?

We love a sensational headline and this week we were drawn to an article written by our friends at Defaqto. The title was along the lines of ‘IFAs are still in the eye of the storm’ when using DFM (or ‘managed assets’). Of course, as I’m sure you are aware, we are...

A brief history of ethical investing

In previous articles, Quintin Rayer asked why ethical investment matters [1] and gave an introduction to ESG investing [2].  Here, he gives a short history of ethical investing, so advisers can better understand its roots and the motivations behind it.  Following...

The challenges of MIFID II

Europe’s big bang of market reforms, known as MiFID II, is approaching faster than the financial services industry would like. This legislation aims to strengthen protection for investors and inject greater transparency into the markets. Last week we spoke to Julie...

Three benefits of working with a smaller DFM

Last week we gave insight into how to use investing as part of IHT planning. In this article Ed Midgley, Head of sales at Vertem Asset Management, discusses how size is not a barrier when it comes to advisers and the great scope they have with AIM portfolios. At...

How to use AIM investing as part of IHT planning

If you regularly read the content on our site you will be aware that we frequently ask financial advisers for feedback regarding our Compare tool. This enables us to find out exactly what features advisers consider when looking at a discretionary manager’s business...

DFM mobile applications: the user friendly choice

Earlier this year we highlighted the launch of the LGT Vestra app (application) and, as a result, added the ‘ability to provide information to advisers via app technology’ as a new criteria on the Compare tool. When an adviser chooses to use a third party to manage a...

The brave new world of personalised medicine

When I think of personalisation, one marketing campaign always springs to mind first. Coca-Cola. Now for those of you who don’t remember, in the summer of 2013 Coca-Cola swapped their famous logo for the UK’s most popular boys and girls names and printed them on their...

Passive investing: often misunderstood and misused

In this article Larry Hatheway, Chief Economist and Head of GAM Investment Solutions, explains how passive investing is often misunderstood and misused, along with an insight into how active and passive strategies play a part in GAM’s multi-asset portfolios. At the...