Investment

Introducing the Adviser Edge investment zone

What lies ahead for investors? In this zone we support your analysis with timely insights and perspectives on key drivers of economies and markets. We also conduct in-depth explorations of a wide range of investment concepts to refresh or grow your knowledge.

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Knowledge centre

Investment trust technical factsheets

Learn how an investment trust is priced and what it means for a trust to be trading at par, at a discount, or at a premium

Learn about the liquidity advantages of an investment trust relative to an open-ended investment company

Understand how a revenue reserve works, why this feature makes investment trusts useful for income seeking investors and some key terms

Understand how investment trusts borrow to invest, the limits in place and the risks and benefits of gearing

Learn the circumstances in which a trust might issue new shares and the ways in which they can do so

Know the regulatory backdrop to share buybacks and the advantages and disadvantages to a company (and shareholders) of buying back shares

Responsible Investing advice integration toolkit

Guide to responsible investing and the UN’s Sustainable Development Goals for client use

Short guide to the most commonly used terms in responsible investing that you can use with clients

A guide to help your clients identify the most suitable responsible investment approach for them

A step by step framework to help you implement a responsible investment proposition for your target market

A survey template you can adapt and use to help you identify your clients’ responsible investing preferences. The insight you gain will help demonstrate the suitability of the investment choices you offer as part of your client segmentation model

Some FAQs to help you address some of the more challenging questions you may be asked when discussing responsible investing with your clients

Measuring performance

How to calculate the holding period return (also called the total return), the most straightforward form of performance measurement

How to calculate the relative return, which measures how well an actively managed asset performed in relation to a benchmark

How to calculate the money weighted rate of return, which takes into account the cash flows in and out of an investment over a given period

How to calculate the time weighted rate of return, which is designed to eliminate the distortions caused by the timing of new inflows or outflows of money into an investment

Reckoning with risk