Investment
Investment Overview
We are living through times of unprecedented change in the investment sector. Regulatory change remains prevalent with UCITS IV and Alternative Investment Funds Directive creating significant opportunities and challenges in the funds space whilst the wider impacts of the RDR and Walker Review will create distribution opportunities and structural challenges to the investment industry as a whole.
Investment Blogs
It works for some but not for everyone
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Buy versus Build – does it really matter?
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Making Membership Real - Another Opportunity
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RDR - Are you taking actions or just reacting?
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RDR advice – Sell the value
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Investment Videos
Investment Presentations
Investment Articles
Investment Quotes
Investment Clients
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Aberdeen Asset Management
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Capita
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Aegon
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engage Mutual
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Bank of Ireland
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Family Investments
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Barclays
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Fidelity
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BNY Mellon
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Gartmore
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Investment Links
| Financial Services Authority (FSA) |
The Financial Services Authority (FSA) is an independent non-governmental body, given statutory powers by the Financial Services and Markets Act 2000 to regulate the financial services industry in the UK. |
| The Motley Fool |
The Motley Fool provides a wide range of information on stocks, investing, and personal finance. |
| Investment Management Association (IMA) |
The Investment Management Association (IMA) is the trade body for the UK's £3000 billion asset management industry. The money its members manage is in a wide variety of investment vehicles including authorised investment funds, pension funds and stocks and shares ISAs. The IMAs role is to represent the industry and promote high standards. |
| Investment and Life Assurance Group (ILAG) |
ILAG is a trade body representing members from the Life Assurance and Wealth Management Industries. |


Social networks have grown rapidly and their social impact is undoubted. The recent Economist special report seems to make a case for engaging in this medium as a business imperative. I remain to be convinced. 
The 'Buy versus build' technology debate has exercised the minds of technologists and business executives from almost the point when the first in-house mainframe rolled off the back of the delivery lorry. But in recent times the points of difference have shifted and made the consideration potentially more subtle.'
The nirvana for all companies is a relationship with their clients which transcends product and is seen as a mutually beneficial interaction based upon trust. Mutuality by its very nature embraces the principles of such a relationship but has in many cases failed to achieve it. Do new communication mediums offer a fresh opportunity for Mutuals to achieve this holy grail of consumer interaction?
Exploiting RDR requires more than a tick-box process – the winners will grasp the Executive intellectual challenge. So where is your organisation?
Consumer research threatens disaster for fee based advice, but can the situation be remedied by collective effort?