Opinion
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News
Questor: is this the world’s most thorough system of fund research?
Questor met the key members of this investment consultancy, Stamford Associates, recently and was highly impressed not only with the thoroughness of its process but with the fact that its methodology was unlike any other we had seen for selecting fund managers. Read the original story here
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News
Does your manager have the right mindset for persistence?
Professor Adrian Furnham does not understand why other companies do not look for behavioural tells in their managers. A balanced individual at the helm is required to turn a good idea into good returns, he tells Pensions Expert. Read the original story here
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News
Inside the investment process of Stamford Associates
In this interview with Rachel Pether, CEO & Co-Founder of Sovereign Wealth Ltd, Adrian and Steven discuss Stamford Associates’ differentiated approach, behavioral psychology, and how it’s been such a success for the business. Read the original story here
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News
The secret reports warning over Woodford’s small stocks record
Secret reports dating as far back as eight years ago raised the alarm over embattled fund manager Neil Woodford’s record of investing in unquoted and smaller companies, but financial advice giant St James’s Place (SJP) is keeping them under lock and key. Read the original story here
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News
How to lead like Jürgen Klopp
Asset management leaders can learn from the emotional displays of football managers such as Jürgen Klopp. Read the original story here
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News
St James’s Place defends Woodford’s record on its own funds
Read the original story here
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News
Asset managers: New fee models
The asset management industry still appears to be making supernormal profits, regardless of outcomes . But even those whose job is to recommend fund managers are declaring that the current position is unsustainable. Read the original story here
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News
How organisational psychology helps schemes select good managers
Behavioural psychology has been the subject of academic study for around 50 years, and has recently become the object of increased scrutiny within financial services as a source of insight into behaviour. Read the original story here
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News
UK in-house management: Is it better in-house?
In-house asset management can deliver cost savings, control and overall value benefits but for complex or short-term strategies external management may offer better value for money. Read the original story here
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Insights
TPR’s annual funding statement
The Pensions Regulator (tPR) has issued its annual funding statement , the content of which is particularly relevant to schemes with actuarial valuation dates between 22 September 2018 and 21 September 2019 (referred to as Tranche 14 reviews).
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Insights
The dark side of investment management failure
There are four “dark side” traits that are usually responsible for the failure and derailment in fund management and other careers, writes Adrian Furnham.
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Insights
The CMA investigation
In December 2018 the Competition and Markets Authority (CMA) issued its final report into the investment consulting and fiduciary management market (CMA Final Report). We are generally supportive of the report’s findings and its remedies.
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Insights
‘Smart’ beta spurned
Factor investing (or smart beta) has developed into one of the hottest investment trends in recent years. It has proved particularly popular among investors in search of a new investment paradigm, whether in pursuit of additional sources of return, enhanced risk management or tactical allocation strategies.
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Insights
Investment consultants market investigation (Stamford response)
This letter sets out Stamford’s views on the provisional findings and remedies detailed in the Competition & Markets Authority (CMA) report titled “Investment Consultants Market Investigation – Provisional Decision report” (the Report).
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Insights
The Psychology of failure: Implications for the investment management industry
The costs of leadership failure and derailment are high for all stakeholders and the consequences considerable. Yet, management failure, as opposed to success, has only been studied for the last thirty or so years.
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Insights
A Perspective on Multi-Asset Strategies
In recent years, the concept of multi-asset strategies (often marketed under the banner of ‘diversified growth funds’) has risen to prominence within the UK pension fund community, and is predicted by its most vehement proponents to continue growing at a remarkable rate. Many investors, perhaps feeling chastened by the experiences of their equity investments during … Continued
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News
Questor: is this the world’s most thorough system of fund research?
Questor met the key members of this investment consultancy, Stamford Associates, recently and was highly impressed not only with the thoroughness of its process but with the fact that its methodology was unlike any other we had seen for selecting fund managers. Read the original story here
-
News
Does your manager have the right mindset for persistence?
Professor Adrian Furnham does not understand why other companies do not look for behavioural tells in their managers. A balanced individual at the helm is required to turn a good idea into good returns, he tells Pensions Expert. Read the original story here
-
News
Inside the investment process of Stamford Associates
In this interview with Rachel Pether, CEO & Co-Founder of Sovereign Wealth Ltd, Adrian and Steven discuss Stamford Associates’ differentiated approach, behavioral psychology, and how it’s been such a success for the business. Read the original story here
-
News
The secret reports warning over Woodford’s small stocks record
Secret reports dating as far back as eight years ago raised the alarm over embattled fund manager Neil Woodford’s record of investing in unquoted and smaller companies, but financial advice giant St James’s Place (SJP) is keeping them under lock and key. Read the original story here
-
News
How to lead like Jürgen Klopp
Asset management leaders can learn from the emotional displays of football managers such as Jürgen Klopp. Read the original story here
-
News
St James’s Place defends Woodford’s record on its own funds
Read the original story here
-
News
Asset managers: New fee models
The asset management industry still appears to be making supernormal profits, regardless of outcomes . But even those whose job is to recommend fund managers are declaring that the current position is unsustainable. Read the original story here
-
News
How organisational psychology helps schemes select good managers
Behavioural psychology has been the subject of academic study for around 50 years, and has recently become the object of increased scrutiny within financial services as a source of insight into behaviour. Read the original story here
-
News
UK in-house management: Is it better in-house?
In-house asset management can deliver cost savings, control and overall value benefits but for complex or short-term strategies external management may offer better value for money. Read the original story here
-
Insights
TPR’s annual funding statement
The Pensions Regulator (tPR) has issued its annual funding statement , the content of which is particularly relevant to schemes with actuarial valuation dates between 22 September 2018 and 21 September 2019 (referred to as Tranche 14 reviews).
-
Insights
The dark side of investment management failure
There are four “dark side” traits that are usually responsible for the failure and derailment in fund management and other careers, writes Adrian Furnham.
-
Insights
The CMA investigation
In December 2018 the Competition and Markets Authority (CMA) issued its final report into the investment consulting and fiduciary management market (CMA Final Report). We are generally supportive of the report’s findings and its remedies.
-
Insights
‘Smart’ beta spurned
Factor investing (or smart beta) has developed into one of the hottest investment trends in recent years. It has proved particularly popular among investors in search of a new investment paradigm, whether in pursuit of additional sources of return, enhanced risk management or tactical allocation strategies.
-
Insights
Investment consultants market investigation (Stamford response)
This letter sets out Stamford’s views on the provisional findings and remedies detailed in the Competition & Markets Authority (CMA) report titled “Investment Consultants Market Investigation – Provisional Decision report” (the Report).
-
Insights
The Psychology of failure: Implications for the investment management industry
The costs of leadership failure and derailment are high for all stakeholders and the consequences considerable. Yet, management failure, as opposed to success, has only been studied for the last thirty or so years.
-
Insights
A Perspective on Multi-Asset Strategies
In recent years, the concept of multi-asset strategies (often marketed under the banner of ‘diversified growth funds’) has risen to prominence within the UK pension fund community, and is predicted by its most vehement proponents to continue growing at a remarkable rate. Many investors, perhaps feeling chastened by the experiences of their equity investments during … Continued