Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
In its ongoing fight against tax evasion, HM Revenue & Customs has revealed its top ten tax fraud and organised crime cases of 2017. The list includes people with offshore accounts, a would-be spy, millionaires, accountants and data thieves. All cases came with large prison sentences.
US sustainable flows deplete by $8.8bn
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
Some firms were hoping for a longer transition period, commentators say
The regulator has made adjustments to requirements for portfolio management services following industry feedback
RGL Management are preparing a second claim against the platform