Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
Quarterly market and economic update - Q1 2023
03 January 2023
The quarterly update produced by Defaqto which covers UK and global financial markets.
Quarterly market and economic update - Q4 2022
05 October 2022
The quarterly update produced by Defaqto which covers UK and global financial markets.
Quarterly market and economic update - Q3 2022
01 August 2022
This is the first addition of a document produced by Defaqto and it covers financial markets, in particular the performance of various key asset classes over the last few months, along with the current global economic backdrop.
How to apply ESG preferences in Defaqto Engage
03 March 2022
We have recently covered the introduction of the ESG Questionnaire, which is now available in Engage to help assess a clients’ ESG preferences. Once captured, the questionnaire responses can be used as the basis of identifying suitable investments, by applying the corresponding ESG filters during the fund research process.
Financial advisers are getting into PMI
03 February 2022
In research undertaken by Defaqto in October 2021, advisers were asked to indicate which individual protection products they use in their recommendations. Unsurprisingly, term assurance (level and decreasing), critical illness cover and income protection insurance were the most popular products with similar levels of support to previous years. Sadly, family income benefit and whole of life assurance received less support this time. However, an interesting development is the increased level of support for private medical insurance (PMI) among this sample of respondents, who were for the large part general practitioners and mortgage brokers, not PMI specialists.