TRAINING & COMPETANCE

Chapter Summary: Essays on portfolio management published by investment journals

Copies of these articles can be supplied free to financial advisers and professional investors for training in investment advice and portfolio management. Please email us specifying the article(s) that interest you. 

 

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Investment Week
Bloomberg Money
Investment Adviser
Investment Trust Investor
Professional Adviser
Smart Investor
International Investment
Financial Adviser
By Nick Dewhirst

Our CEO also often contributes  to the investment press on prospects for global markets

 

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    Month Subject Theme Source
Apr-04 Investment Trusts Seeing the bigger picture Bloomberg Money
Apr-04 Fund Management What makes the big difference: managers or mandates? International Investment
Apr-04 Investment Trusts Mean, Greedy or Ignorant Professional Adviser
Mar-04 Forex Markets Are forex models about as accurate as tossing a coin? International Investment
Feb-04 Investment Trusts My investment philisophy - Walking the walk Investment Trust Investor
Jan-04 Closed-ended Funds The weapon of choice for sophisticated investors International Investment
Dec03 Investment Strategy Learning from investment mistakes International Investment
Nov-03 Fund Management Performance by type of investment wrapper International Investment
Oct-03 Securities Industry The performance penalty of 'free advice' Investment Adviser
Oct-03 Investment Performance New fund launches as an asset allocation tool International Investment
Sep-03 Securities Industry How badly UK unit trust holders perform Financial Adviser
Sep-03 Investment Performance Poor market timing record of UK retail investors International Investment
Jul-03 Individual Saving Account How does your ISA grow? Smart Investor
Jul-03 Securities Industry The cancer of 'free investment research' International Investment
Apr-03 Exchange Traded Funds Benefits of this new investment vehicle Investment Adviser
Feb-03 Risk Marnagement Cyclical patterns in volatility Financial Adviser
Jan-03 Global Asset Allocation A new benchmark to combine asset classes Financial Adviser
Nov-02 Fund Management Taking control of money management Investment Week
Aug-02 Investment Funds How recently launched funds perform badly International Investment
Jul-02 Global Asset Allocation Countries still count Investment Adviser
May-02 Risk Marnagement Cost-effective ways to rationalise a portfolio Financial Adviser
Sep-01 Investment Performance The best use of quantitative analysis Financial Adviser
Sep-01 Risk Marnagement When to cut loses and take profits International Investment
Aug-01 Market Timing Market timing is back in demand International Investment
May-01 Global Asset Allocation Sector funds are too fashionable International Investment
Feb-01 Individual investors Three money-losing investment strategies Financial Adviser
Jan-01 Risk Marnagement Excess diversification guarantees mediocrity Financial Adviser
Jan-01 Market Timing The benefits of tactical asset allocation Financial Adviser
Nov-00 Securities Industry Opportunities for advisers to earn follow-on fees Financial Adviser
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