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Why Evidence-Based Investing is so relevant in today’s value focused environment

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As we enter the second year of Assessment of Value reports now required by the regulator from the authorised funds sector there can be no doubt that the regulator has a close eye on value in the industry. It is very conceivable, perhaps even desirable, that the concept may spread further.  After all, within the

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“Research” -v- “due diligence” – What’s the difference?

We often hear about the need to undertake research and due diligence on the products and services recommended to clients, but what does that mean in practice? Specifically, is undertaking research the same as due diligence, or are the two different? And this is an important question, because there is confusion in the market about

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IFAs must remember difference between due diligence & research

As the FCA’s suitability work continues, Chris Jones reminds advisers of their obligations to inform themselves and make informed recommendations You will often hear about the need to undertake research and due diligence on the products and services you recommend to clients, but what does that mean in practice? Specifically, is undertaking research the same

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DD|hub – the new approach to discretionary manager due diligence

“Due diligence is a real pain,” they told us (and we heard it repeatedly), “it takes so long and ties up so much effort.” The “they” who told us this were both discretionary investment managers and financial advisers, so it was clear there was a problem. When advisers are looking at selecting a discretionary investment

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