Cookie Settings

Insights

‘Some are going to get crunched’: Future of platforms debated in first ever EmbarkPod

By Scott Sinclair, Embark Group

Embark Adviser newsletter

Taking part in Embark Group’s first ever podcast, CEO Phil Smith joined Head of Platform Strategy Alistair Wilson and host Roger Hearing, presenter of the BBC World Service’s flagship news and current affairs programme Newshour.

Read more

The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.

Read more

To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

Read more

Re-thinking the role of the ACD

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

With the authorised corporate director (ACD) back in the media spotlight again in relation to Woodford, now is a good time to explore how it's been one of the most overlooked components of asset management, with the fund management firm, individual fund managers and sometimes the asset allocator taking the limelight.

Read more

Investment update: September 2020

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

For the first time in history, the annual Jackson Hole economic meeting was a virtual affair. Jerome Powell, Federal Reserve Chairman took this opportunity to set out a new policy framework. We discuss the implications of this change and our views in this update.

Read more

ESG: investment research considerations

By Gill Hutchison, Research Director, The Adviser Centre

Embark Adviser newsletter

ESG is now a key part of the investment process for the vast majority of fund management firms.  For some, this has been a natural progression while for others, a great deal of work has been undertaken to embed these factors anew.

Read more