With the recent introduction of pension freedoms, you may have seen more clients wanting to take lump sums from their pension funds.
There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.
We did some research around the use of alternative investments and the feedback from consumer testing was they were unsure where to invest, or how to invest in alternatives.
In the final video in the series, CIO at Architas Caspar Rock discusses how the Architas investment team research and select Alternative funds to make-up their multi-asset portfolios, where in-depth operational due diligence is essential, and explores...
In the second video of the series, Lawrence Gosling and Caspar Rock discuss where the Architas team research look to generate income from within the Alternatives asset class and their aim democratise alternatives making them accessible to the retail investor....
In this first of a series of three videos, Lawrence Gosling discusses the benefits of using alternative assets with Architas chief investment officer, Caspar Rock. Caspar delves into the world of alternatives, what types of assets are included, the income...
The head of Architas multi-manager, Caspar Rock, and Lawrence Gosling, editorial director of Investment Week, discuss why using alternative assets as a diversifier in their income-generating multi-asset funds is a key point of difference for the group's...
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Is there a way of investing on a multi-asset basis which means if there is a 'Lehmans moment' again, investors won't be exposed to a series of correlated assets? Toby Hayes, manager of the Franklin Templeton Diversified Income fund, says there is a way...
What is risk factor investing and how does it differ from traditional multi-asset funds? Toby Hayes, the manager of the Franklin Templeton Diversified Income fund, explains how this strategy can offer investors protection in periods of market correction....