The implementation of RDR has meant that IFAs will need to be familiar with a wide range of traditional investments including alternative investments such as Venture Capital Trusts (VCTs). Intelligent Partnership’s Luke Jackson has written an article that provides an introduction to VCTs and the tax advantages that are available for investors as part.
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.
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.
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 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”.