Simon Edelsten is passionate about growing real wealth by investing in high quality stocks worldwide and we welcomed his insightful tour of global equities to the RSMR podium.
Colin Morton is one of the longest standing fund managers in the UK, with more than thirty years' experience. Not surprisingly he has serious knowledge of the UK marketplace and is the perfect speaker on UK investment.
Justin Onuekwusi, recently named in the Evening Standard's Progress 1000 as one of London's most influencial people in 2019 for Fintech & banking, is very highly regarded in the investment world and a big advocate of diversity and inclusion in the workplace. Justin has always supported our conferences and we are privileged to have such a great speaker at another of our events.
BMO launched Europe’s first SRI fund in 1984 and have won 3 awards in 2019 alone for responsible investing. BMO have over 1250 engagements across 665 companies, spanning 46 countries.
Ever since the UK voted to leave the European Union in the summer of 2016, global investors have looked upon the UK as a pariah stock market with almost continual and indiscriminate selling. A recent survey by Bank of America Merrill Lynch of over 200 global fund managers, found that the UK was the least favoured of the global markets, with a net 28% underweight. Fundamental valuation analysis doesn’t seem to have played a part in this judgement, with a sentiment-driven approach linked to the expected impact of Brexit being much more likely.
I hope to shed some light on the many different areas of ethical investing; its historical context, what some of the terms mean, the implication for investment risk and return and the universe of investment options now evolving in the UK. This first article outlines what sustainable investing is and puts it into a historical context. The second will cover the different approaches available to investors and how the market is developing.
Our 2019 Harrogate conference is on Wednesday 20th November at Rudding Park. We're excited to reveal the leading fund groups taking part, our speakers and topics for the big debate. It's free to advisers and qualifies for CPD.
In June 2019, Neil Woodford, one of Britain’s most high-profile fund managers, suspended trading on his UK Equity Income fund after an increase in redemption requests.
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
RSMR has been providing rigorous and qualitative investment research and analysis to the advisory community since 2004. Our ratings are a badge of quality, backed by our experience and reputation, and we don't mess around with rankings, we either rate funds or we don't.
RSMR has been providing rigorous and qualitative investment research and analysis to the advisory community since 2004. Our ratings are a badge of quality, backed by our experience and reputation, and we don't mess around with rankings, we either rate funds or we don't.
We've been hosting our conferences since 2014 with such great feedback that we've kept to our original format, well maybe with just the odd tweak!
As I ran through the sweltering summer streets of Bristol yesterday, hauling my luggage and melting in my suit, I admit to harbouring more than a few unprintable words about the extinction rebellion protesters who had blocked the roads and prevented my taxi getting to the train station on time.
RSMR sponsor Silsden AFC, our local team and a progressive charter standard community football club.
Every month we study the universe of funds in the investment marketplace to assess whether they meet our exacting standards and should be given the RSMR seal of approval.
Here are the new recruits from our June review:
Ken Rayner, CEO of RSMR & Lloyd Harris, fund manager for Merian Global Investors rate the Corporate Bond Fund…
We have worked with Schroders for many years. They are an established and highly reputable global business with a broad range of investments designed to meet the needs of institutions, intermediaries and high net worth individuals. I’m a fan of their business and their conferences and their 2019 offering didn’t disappoint.
The suspension of the Woodford Equity Income fund was announced on the 3rd June, following which we issued a brief research note. Given the continued negative press surrounding this, we thought it would be useful to provide our current views on the fund and the wider Woodford Investment Management business.
