Research

An extremely important aspect of our activities, ensuring we continue to enhance our services and contribute to the advancement of the industry.

P1’s research and thought leadership allows us to continually improve our investment solutions for the benefit of you and your clients. Our research predominantly covers ethical and sustainable investment, stress-testing and portfolio construction.

 

We conduct both qualitative and quantitative investment research making sure our investment solutions are leading the way. Our research is written for a broad audience from trustees and charities to financial advisers and wealth managers. The calibre of our research permits it to be published in leading industry titles across financial services and in peer-reviewed academic journals, again cementing our work as genuinely ground breaking.

Ethical Oversight Committee

P1 has taken the unusual step of appointing an external ethical oversight committee to guide its position on ethical and sustainable investment topics and policies. We are one of only a handful of wealth managers and fund houses in the UK to adopt external monitoring of this kind.

The Ethical Oversight Committee reviews ethical and sustainability issues, and topics posed to them by the investment team to ensure that every fund P1 selects has robust ethical investment policies.  The Committee meets regularly, engages on ethical and sustainability issues, raises difficult questions and audits our process.

The Ethical Oversight Committee, combined with P1’s proprietary research, ensures that P1 selects funds that meet the highest ethical and sustainable standards.  It also helps us to avoid funds that are “greenwashed”, merely seeking an ethical label for marketing purposes.

Learn more about the committee

HEAD OF ETHICAL INVESTMENT

Introducing Dr Quintin Rayer

As our Head of Research & Ethical Investing, Quintin is the mastermind of our exhaustive due diligence process. He has extensive experience in quantitative fund and risk analysis and has worked for some of the biggest names in financial services. He was also the second person in the UK to earn the Sustainable Investment Professional Certification (SIPC). Besides a wealth of  qualifications, Quintin has an Atmospheric Physics Doctorate from Oxford University and has applied computational models he learnt in engineering to areas of investment.

We have a fantastic supporting cast too

We have a supporting cast of research and analysis experts – each of whom holds formal qualifications in investment management and averages 12 years of investment experience. Because we care about the authenticity of our investment portfolios, we have voluntarily appointed an external ethical oversight committee to guide our ethical policies. And we are one of the only discretionary find managers in the country to have done so. When we say ethical, we mean ethical.

Meet the P1 Team

Our Research

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Ethical Investment

In our research, we look to raise awareness about the fundamental importance of ethical investment and increase familiarity with concepts and phrases such as ‘sustainable investment’, ‘Environmental, Social and Corporate Governance’ (ESG). We also consider the various approaches used for investing ethically. At P1 investment we work hard to reflect these values in our everyday culture.

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Stress-testing portfolios

Often, conventional risk measures do not fully capture all risks inherent in a portfolio, particularly under difficult market conditions.  Portfolio stress testing helps identify and quantify risks within a portfolio and can reassure an investor as to how their portfolio might respond to specific market outcomes or other concerns.

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Portfolio Construction

Portfolio Construction theory requires critical thought in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients’ needs and much more.  It covers topics, including: Asset Classes, Asset Allocation,  Modern Portfolio Theory, Capital Asset Pricing, Ethical Investing and Behavioral Finance.

We provide ethical and sustainable investment consultancy for those needing it.

Our research has featured in

Testing Ground

Quintin looks at how stress testing can help estimate portfolio impacts with restructuring to limit the downside. With guidance, advisers…

Artificial portfolio stress-testing and how advisers add value to this process

In previous articles, Quintin Rayer gave an overview of portfolio stress-testing, what it can and cannot do, offered a definition,…

Hypothesis: Risk, like Mass and Energy, Can Neither be Created nor Destroyed.  Discuss

Quintin and Will imagine the title as an essay question in a final financial examination and use this as a…

A Flaw in the Ointment

Quintin looks at how putting portfolios through stress testing can make sure that trustees are actively working to protect these…

Historical Portfolio Stress-testing

In previous articles, Quintin gave an overview of portfolio stress-testing, what it can and cannot do, offered a definition, and…

Testing Times, Part 2

In a follow-up to his article of October 2016 in the STEP Journal, Quintin discusses the pros and cons of…

Banishing the Ethical Investing Myth of Underperformance

Advisers may find that they struggle with their own ethical dilemma with ethical investing.  While many advisers and clients believe…

Spotting the next crisis: is it time for managers to pay more attention?

Markets regularly have periods of falling prices, but financial professionals seem to focus on the upside, directing relatively little effort…

Testing Times (ACCA)

Quintin explains how trustees can use investment stress-testing to identify the weak points in a portfolio. Professional accountants are frequently…

The different types of portfolio stress-testing

In previous articles published on DISCUS, Quintin Rayer gave a brief overview of portfolio stress-testing, what it can and cannot…

A more detailed look at portfolio stress-testing

In a previous article Quintin Rayer gave a brief overview of portfolio stress-testing.  This follow-up article looks more closely at…

The increasing value of stress-testing investment portfolios

Quintin looks at how stress-testing investment portfolios can help managers actively protect portfolio values against extreme market events and demonstrate…