From the category archives:


Morningstar Investment Conference – Attend Free!

by Martin Vaughan on 17 April 2010

As many of you will know, one of the most popular and respected conferences is the Morningstar Investment Conference. Held in May each year this is now only just a month away and we have 10 FREE passes to give away! The conference is a high level event attended by many of the countries most […]


What is the best way to measure dividends?

by Richard Allum on 15 April 2010

Dividends, it is generally agreed, are a good thing. Indeed, the majority view is that the more the better. Long term research by Barclays, Credit Suisse, Société Générale and Professor Jeremy Siegel all provide convincing evidence that the bulk of equity returns over the long term, five years and more, actually comes from dividends, growth […]


T Bailey’s Investment Strategy

by Martin Vaughan on 10 January 2010

As most of you will be aware, it’s always been important to us to try and provide some additional information or an added insight for paraplanners in order to help us all to be as knowledgeable and efficient in our work as possible. To help with this T Bailey, who have been a supporter of […]


JPM Fantasy Manager League Update

by Richard Allum on 8 January 2010

We are doing very well today – our league is 15th overall!!! Above some very big fund managers and Stockbrokers. And the CSA. Take from that what you will.


Fantasy Investment League

by Richard Allum on 14 December 2009

There is now a paraplanner league running on the JP Morgan Fantasy Fund Manager site which has been set up by Peter Smith-Round (thanks Peter).  To join in the fun just go here, sign up and then search for the league which is called ‘’.


What risk really means to a client

by Richard Allum on 10 December 2009

This is a very interesting article (with good links) from Morningstar in the US. In the investment industry, we think risk equals standard deviation. Therefore, risk can be measured, and the amount of risk we take can be controlled. It’s a nice, clean way to fit risk into our models. If clients can handle more […]

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Pick a colour on the risk-profiling rainbow

by Richard Allum on 7 October 2009

There is a broad spectrum of approaches to risk profiling. How far along the spectrum should advisers go in turbulent times, asks Cathi Harrison of Para-Sols? One of the most striking and interesting aspects of financial services I have noticed is the huge variations that can still be found between firms and the way they […]

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Morningstar Investment Conference 2009

by Martin Vaughan on 30 May 2009

I was lucky enough to be able to attend the Morningstar Investment Conference this year and it again confirmed my opinion that this is for me one of the most worthwhile conferences of the year.For those that don’t know the conference is two days of intensive presentations discussion and debate by some very high profile […]


Morningstar Investment Conference 2009

by Martin Vaughan on 21 February 2009

 As many of you will recall I was privileged to be invited to the Morningstar Conference last year and was very, very impressed with both the organisation and content. The conference was extremely well organised and also extremely well attended. It was also beneficial from the point that it was not attended solely by IFAs. […]


Fund Legal Name:  Newton Phoenix Multi-Asset FundManager:  Phil Collins, BNY Mellon Asset Management Initial Charge:  4.00% AMC:  1.50% Launch Date:  11 April 2003 IMA Sector:  Cautious Managed Performance YTD:  -4.72% Annualised Standard Deviation:  6.34% Annualised Sharpe Ratio:  0.09 Aim:  The fund aims to achieve long-term capital growth in excess of benchmark cash returns from a […]