Investment research house Vadevalor publishes bi-annual Fund Manager Ratings Review
The newly published research highlights a significant decorrelation amongst many of the leading firms operating in the UK and Spain
Research
465 articles found
Global sustainable fund assets almost double to near $4trn
Morningstar flows report shows SFDR boost, while Moody's predicts sustainable bond issuance will top $1trn.
Global Sustainable Fund Flows Report
This report explores activity in the global sustainable funds universe within the past quarter, detailing regional flows, assets, and launches.
Global Corruption: Switzerland Exits Top Ten
The Swiss company, which specializes in third party risk management services measures public and private corruption based on perception and experience and attributes a risk score to each country based on numerous variables.
Disruptive Philanthropists
A report revealing research and insights into how a new wave of modern philanthropists are shaping tomorrow.
Diversity in the boardroom drives climate action: study
Company action on climate change is rapidly evolving
COVID-19 expectations, fraud and customer experience boardroom priority for UK wealth managers
Over a third (38%) of wealth managers cite meeting customer expectations due to COVID-19 and defending against cybersecurity and fraud (37%) keys to success
UBP: Daily Macroeconomic Digest
Monthly rebound has reflected the energy shock, with energy prices up by 7.7% m/m; prices for intermediate goods were also up by 1% m/m after 1.3% m/m the prior month.
Why would investors switchtheir financial advisor?
A look at investors’ relationship with their relationship manager
Younger investors 3x more likely to invest in ESG funds
The research showed an overall correlation with age, with ESG/green interest getting progressively worse the older the age group, with one exception: the 45-54 year-olds.
Fitch Revises Leonteq's Outlook to Positive
Fitch additionally states that the IDRs also reflect Leonteq's fairly concentrated franchise and the group's moderate, albeit increasing, size (primarily in terms of turnover and revenue).
Banks Race Toward Technology Solutions to Path Future Growth
As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased