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.

Good Money Week event for financial advisers

Autumn heralds the return of Good Money Week, an event we look forward to each year. And one we believe is great for financial advisers. This time around - and for the third year running - EQ Investors (EQ) is hosting an event for financial advisers to coincide with...

The roots of ethical investing

Early ethical investing was based on religious teaching [1].  Jewish law dating to Biblical times includes the responsibility of owners to prevent immediate and potential harm, while Islamic teaching (609-632CE) has become the source for modern Shariah-compliant...

The benefits of DFM to an adviser’s working week

Lifting the burdensome task of managing client investments from an adviser’s shoulders has an undeniable effect on the structure and goals of their average working week, according to the Rathbones Value of Discretionary Fund Management (DFM) report. Time, and how it...

7IM launches new ‘ultra-low cost’ portfolios

A few weeks ago I had the pleasure of meeting up with George Winters, head of intermediary relationship management at 7IM, who was quite excited about several propositional developments including the imminent launch of a new suite of portfolios. At the time he wasn't...

Beware the noise

Over the last few days, the news has been largely negative – from the rising risks of a no-deal Brexit to Boris Johnson’s suspension of parliament and a falling sterling. We have highlighted many times before that the noise created by political events must be blocked...

EQ Investors: 3 real world impact investing examples

This week we received the quarterly investment update from EQ Investors. It's one of those emails that we always open, because it brings to life the positive impact businesses can have on society and the environment. And the impact investors can make by investing in...

Denying the deniers – global warming is no myth

Human activity is well established as the leading cause of global warming [1], with cumulative carbon dioxide emissions as the primary driver. Nearly all warming since pre-industrial times is human-induced [2], i.e., the natural warming contribution since 1850 is...

Advisers add 4.4% value p.a. – here’s how

A hot topic right now, for advisers and providers alike, is that of how to demonstrate value (shown by off-the-charts readership stats for this recent article: How advisers are demonstrating the value of advice). I was therefore interested to see a research paper from...

Capture your value proposition in a single word

Those who know me, or regularly read my content, will know that I'm a marketer at heart. An area of great interest to me is how businesses articulate their value proposition (I used to spend a lot of time with financial advisers, helping them to do just that). Over...

5 little known facts about RC Brown

Over recent weeks I've had numerous conversations with advisers looking to review their centralised investment proposition in light of PROD. After banging on about it for several months it would appear my message is getting through! These advisers are completely...

Stop using demographics for segmentation!

Last week I watched the storm unfold on social media and in the comments section of New Model Adviser in response to this article by Will Robins: 'Advise young for £150 a month urges planning guru Kitces'. Here I explore a possible reason for the vitriol posted...

Assessing attitude to risk: are we getting it wrong?

I find it fascinating when, over the course of just a few months, I see a consistent theme emerge in my conversations with discretionary fund managers (DFMs) and advisers. Most recently, the challenges of risk profiling and suitability have taken centre stage. What’s...

How will the UK implement its 2050 carbon pledge?

In one of her last acts as prime minister, Theresa May took the bold step to follow the recommendations of the UK’s Committee on Climate Change, and pass a legally binding net-zero carbon target for 2050. Despite falling behind its 2020 and 2030 carbon targets, the UK...