RSMR

Given the sheer number of MPS options and providers available already meeting performance and cost expectations, investment philosophy is increasingly being cited as a distinguishing factor of influence and a key point of differentiation in the provider decision. The annual study by #RSMR and Research in Finance showed a 14 percentage point increase in the number of advisers saying investment philosophy was a key feature of a good MPS provider.  https://lnkd.in/g8dj45Br #investmentphilosophy #managedportfolioservice #mpsperformance #mpscharges #researchinfinance

Only a select group of funds (10 to 15% of the Investment Association universe) achieve an RSMR rating and these are rigorously monitored, challenged and reviewed on an ongoing basis. We've rated 3 new funds from our October review: - Royal London Global Bond Opportunities (Offshore) Fund - Dodge & Cox Global Bond (Offshore) - L&G Strategic Bond Fund Find out why we rate these funds and access the full RSMR factsheets: https://lnkd.in/e-3SUP97 #fundrating #investmentanalysis #investmentmanagement #royallondonassetmanagement #dodgeandcox #landginvestmentmanagement

The latest annual adviser survey from #RSMR reveals growing challenges for UK investment advisers in meeting Consumer Duty compliance. The survey data highlights the impact of heightened regulatory scrutiny, with advisers increasingly concerned about adhering to standards for non-standardised investments which suggests the need for process improvements or further resources to effectively manage these compliance challenges. https://lnkd.in/eAmtcGZd #consumerduty #regulatorycompliance #duediligence #fairpriceandvalue

The OECD has noted falling inflation with a forecast of weaker price pressures and a stabilisation in global growth. The next challenge is to bring down debt... Watch the Quarterly Investment Update from #RSMR and find out what's been going on in the global economy and what's next? https://lnkd.in/eSHPqG_R #globaleconomy #interestrates #inflation

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m delighted to announce that the winner of the Best Multi-Asset Range is the Columbia Threadneedle Investments CT Universal MAP Fund Range!🍾 #fundrating #investmentphilosophy #investmentmanagement #columbiathreadneedleinvestments

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m thrilled to announce that the winner of the Best Alternatives Fund is the Fulcrum Diversified Core Absolute Return Fund!🍾 #fundrating #investmentphilosophy #fulcrum #investmentmanagement #alternativeinvesting

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m thrilled to announce that the winner of the Best Responsible Fund is Edentree Responsible & Sustainable European Equity Fund!🍾 #fundrating #investmentphilosophy #twentyfourassetmanagement #investmentmanagement

As specialists in fund ratings, we thoroughly analyse the entire Investment Association universe, ultimately selecting and rating only the top 10 to 15%. Each year, we further evaluate and refine the selection of RSMR-rated funds and fund groups, presenting 15 awards to those offering what we consider best-in-class strategies within their categories. I’m thrilled to announce that the winner of the Best Multi-National Bond Fund is the Twentyfour Monument Bond Fund!🍾 #fundrating #investmentphilosophy #twentyfourassetmanagement #investmentmanagement

As experts in fund ratings who analyse the entire Investment Association universe finally rating 10 to 15% of this universe, we further evaluate and filter RSMR-rated funds and fund groups on an annual basis resulting in the presentation of 15 awards to fund groups that offer strategies we deem best in class compared to their peers. I'm delighted to announce that the winner of the Best Sterling Bond Fund is Aegon High Yield Bond Fund!🍾 #aegon #fundrating #portfoliomanagement #investmentmanagement #investmentresearch

Are you looking to stay ahead of the curve and deliver more value to your clients? Join the RSMR Harrogate Investment Conference 2024 - the premier event where industry thought leaders, successful investors, and top advisers converge to shape the future of finance. Why Financial Advisers Can’t Miss This Event: ✔️ Gain Expert Insights: Learn from leading economists, portfolio managers, and market strategists on how to navigate today’s complex investment landscape. ✔️ Expand Your Offerings: Discover cutting-edge investment products and strategies to better serve your clients' evolving needs. ✔️ Networking Opportunities: Connect with fellow advisers, institutional investors, and financial experts to exchange ideas and best practices. ✔️ Stay Compliant and Informed: Get updates on investing trends that impact your business. Why Attend? ✅ Learn from the Best ✅ Network with Industry Leaders ✅ Stay Ahead of Trends ✅ Tailored for All Investors from beginners to pros ✅ 3.5+ hours of CISI-approved CPD 📅 Date: Wednesday 20th November 2024 📍 Location: Rudding Park, Harrogate 👉Book your place: https://lnkd.in/emXCtzTu #investmentconference #investmentmanagement #portfolioconstruction