The site for Paraplanners and Paraplanning in the UK
From the category archives:
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 this [...]
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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.
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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 ‘theparaplanner.com’.
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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 [...]
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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 operate.
The [...]
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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 [...]
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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. There [...]
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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 balanced portfolio diversified across a range [...]
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One of our contributors was asked to prepare a short presentation to compare and contrast two funds from the same IMA sector and chose:
Invesco Perpetual High Income; and
Jupiter Income Trust funds
both of which are in the IMA UK Equity Income sector.
You can download the presentation by clicking here (this is a MS PowerPoint file).
It is [...]
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As many of you will have noticed, since the site was launched we have had an occasional article called featured funds.Often a main part of our role as paraplanners is finding suitable funds to recommend to advisers as possible investments for their clients. Many of the research tools available, naturally, only provide data for funds [...]
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