Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

Managed Portfolio Services - Case Study Content only accessible to registered users

June 2011

This case study profiles how Managed Portfolio Services (MPS) can benefit advisers and their clients.

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Bridging Finance - White Paper Content only accessible to registered users

June 2011

This white paper looks at the effect of funding constraints on the lending market, increasing competition and the possible impact of regulation for bridging loans.

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Income Generating Funds Guide Content only accessible to registered users

May 2011

Our guide to income generating funds provides an overview of the main income generating asset classes, focusing on the return they can deliver and the potential risks and influences associated with each.

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Strategic Bond Funds - Case Study Content only accessible to registered users

April 2011

Our strategic bond funds case study examines how diversification and decision-making within the fixed asset class can make portfolio management more efficient. It will also help advisers undertake due diligence in this diverse market.

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Dynamic Asset Allocation - Case Study Content only accessible to registered users

March 2011

With investors looking for investment solutions that reduce risk in response to recent market volatility, dynamic asset allocation may be the answer. In this case study, we examine two funds that incorporate this methodology and see how they would have performed in three extreme periods of market volatility.

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