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.

10 top tips for good cyber security

The recent fine handed out by the FCA to Tesco Bank for £16.3m for failure to adequately protect customers from cyber-crime contributes to constant concerns across the industry and with consumers about safety of client data. Fraudsters claimed over £2.2m worth of...

9 Discretionary Fund Manager myths

Bigger is best! – Discretionary Fund Managers with larger Assets under management means greater protection for our clients. Understandably a simple initial filter for selection of a Discretionary Fund Manager (DFM) might be AUM size but is this an effective criterion...

Does brand matter when selecting a DFM?

Companies have long grappled with the question of what their brands mean to their customers - and this is no different for discretionary fund managers (DFMs) and advisers alike. At DISCUS we have given a lot of thought to the importance of brand when an adviser...

Will the Chancellor Take AIM on 29th October?

Monday October 29 has been set as the date for the Autumn Statement and one of the eagerly awaited parts of this for financial advisers could be an announcement to changes to Inheritance Tax (IHT), as a result of the review by the Office of Tax Simplification. There...

Why all DFMs should have a formal induction process

At DISCUS we are always keen to share best practice guidance that can help advisers to grow their businesses. From due diligence tips, to improving business processes or building successful partnerships with discretionary fund managers (DFM). Here I will look at the...

Absolute return strategies: horses for courses

Absolute return strategies have been under the spotlight recently. However a key question is ‘to what extent are the funds similar in their management, outcomes and responses to market conditions?’ Ruffer is one of our more recent DFM partners and their portfolios...

Good Money Week and why it’s great for advisers!

This week I had the pleasure of catching-up with Simon Howard, Chief Executive of the UK Sustainable Investment and Finance Association (UKSIF, pronounced 'Uck-sif'). We covered a number of topics in our DISCUSsion, including the UKSIF Good Money Week campaign that...