IFA

These research articles and thought leadership pieces are designed to support IFAs deliver the best possible service to their clients. All articles are first featured in professional and industry publications meeting highest editorial standards.

Written at a level for all to understand and are suitable for sharing with clients. These pieces take themes and subjects from articles written for technical practitioners. We remove the maths and complexity making them more accessible and to highlight the core message. As experts in ethical and sustainable investment we explore the different areas of the topic and how investment can benefit society.

Stress-testing P1 portfolios

Assessing portfolio risks is never straightforward, and extreme asset moves can negatively impact portfolios in ways which may not be…

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Intelligent Conversation

The role of artificial intelligence (AI) is becoming more widely discussed in wealth management and other investment applications. In this…

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Artificial Intelligence in investment and wealth management

Fund managers, wealth managers and hedge funds are already incorporating artificial intelligence (AI) and machine learning into their investment processes. These…

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Investing in the climate

The study of extreme weather events in our climate such as hurricanes is one example of how science can raise…

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Human nature, financial crises and investing in the face of uncertainty

While markets regularly seem to have periods of falling prices, advisers can often seem to focus on the upside, directing…

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Steady as she goes: market crises require transparency and caution

Quintin Rayer advocates caution and transparency when discussing investments and market crises with clients. Although markets regularly go through periods…

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Why benchmark selection is a form of client communication

Many advisers use collective investment funds for their clients’ investment needs. In many cases, these are managed relative to some…

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Hurricanes hit company share prices

Climate risks are often considered by environmentally aware investors. But research suggests share prices in carbon-intensive sectors may not reflect…

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Does ‘low risk’ really mean low risk?

Does ‘low risk’ really mean low risk? Previously Quintin Rayer looked at risk in financial products; with emphasis on the…

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The Importance of Ethical Investment

Quintin Rayer discusses how although ethical investment can be seen as falling into the ‘nice-to-have’ but non-essential category, it is…

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