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latest insights.

Five myths about ESG investing

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser

Tackling the five myths of ESG investing: is it a fad or is it really here to stay? HINT: 68% of advisers would pay more attention to the ESG risks associated with investments and 88% agreed that the crisis reinforced the importance of stewardship.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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Investment returns are in the eye of the behaviour-holder

By Greg B Davies, Oxford Risk

Embark Adviser

Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?

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Fettered vs unfettered: The unfinished debate

By Fraser Blain, Horizon by Embark

Embark Adviser

Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.

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Emerging markets: Five positive trends

By Martin Currie, A Legg Mason company

Embark Adviser

With the pandemic dominating the short-term outlook, the longer-term advantages of emerging-market companies have become more important in the pursuit of return. Here are the top five.

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Client segmentation: is yours fit for purpose?

By Ben Peele, PortfolioMetrix

Embark Adviser

With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.

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