PS13/3: Making Sense of the New Rules

Real Assets Members Only PS13/3: Making Sense of the New Rules

12 Jun 2013

  • On the 4th June 2013 the FCA issued its policy paper on UCIS. Intelligent Partnership have put together an FAQ to help advisers make sense of the new rules outlined in PS13/3.

Six Key Factors Driving Investors into Alternatives

Real Assets Members Only Six Key Factors Driving Investors into Alternatives

1 May 2013

  • Investors today are juggling with stock market volatility, low returns on cash, high inflation, slow economic growth and poor value pension products along with falling house prices. Taken together these issues have been the drivers for some investors to look to alternative investments in the search for higher returns and a more secure store of wealth.

The Impact of Volatility II: Measuring Volatility

Members Only The Impact of Volatility II: Measuring Volatility

10 Apr 2013

  • In this article we will go one step further and consider ways of measuring the success of a diversification strategy in reducing volatility and how much risk we have taken on to achieve a certain level of return.

Student Property: Should you invest?

Real Assets Members Only Student Property: Should you invest?

14 Mar 2013

  • Purpose build student property is a growing sector in the UK. IP’s Luke Jackson provides an overview of the market, highlighting the key areas of consideration for potential investors and their advisors.

Securities Lending: An Advisers Guide

Members Only Securities Lending: An Advisers Guide

13 Mar 2013

  • Securities lending activity is not widely understood by investors, who trust fund managers to look after their money, but can have real implications for them. Dniel Kiernan runs through his comprehensive guide to the act of “sec-lending”.

The Impact of Volatility: Diversification and Returns

Members Only The Impact of Volatility: Diversification and Returns

19 Nov 2012

  • On the 25th anniversary of the “Black Monday” stock market crash, Daniel Kiernan takes a look at the impact of volatility and the role alternatives can play in reducing overall portfolio volatility.