PortfolioMetrix

A recent guide produced by our SA Head of Business Solutions, Edden Kift, looks at business efficiencies and includes a survey with 150 advisers from the UK, South Africa and the Republic of Ireland. The results were featured in UK trade publications: bit.ly/3pMuUO2

In this week's blog, Dave Chessell expands on the (mis)use of the term ‘outsourcing’ relating to investment management. Read more >> bit.ly/2TkPbOs

Financial Adviser versus Financial Planner - how important do you think it is for clients to use the correct terminology? MD, Ben Peele, looks at the differences, as well as highlights the need for a clear distinction between the two in his latest blog. bit.ly/3weykLh

"Will inflation upset the markets?" asks PortfolioMetrix UK Head of Investments, Nic Spicer, in his new featured article on FTAdviser.com. Read more >> bit.ly/3h2lKdD

"The old model of ‘advice’ and the newer model of ‘coaching’ are often in direct competition," writes UK MD, Ben Peele, in his new blog, titled; "How to make the fee conversation go away." Read more >> bit.ly/3gYSoge

Sustainable World, the PortfolioMetrix badged ESG portfolios "invests in funds that put sustainability at the heart of their investment process and focus on companies delivering a clear positive benefit to society. .." writes Ben Peele. Read more >> bit.ly/3dFL1sd

#PortfolioMetrix is designed to deliver better investment outcomes, deeper client analysis and increased productivity – helping to de-risk your business and make the best use of your time - for the benefit of your clients. Discover more >> bit.ly/2CPeksP

In this week's blog, Dave Chessell comments on a recent article written by NextWealth’s Heather Hopkins, in which she unpacks five trends forecasted to impact the investment management industry. View Dave's comments against these points >> bit.ly/3sZJxyb

"Judgement day for DFMs should be on value, not cost," writes Dave Chessell in his new blog. "Within the DFM space, there is an increasing focus on price but this is being driven by the DFMs who are struggling to differentiate themselves ..." >> bit.ly/31pZd1s

WealthExplorer™ is a software package built by PMX that integrates: Client suitability tools, a portfolio construction approach that avoids shoe-horning clients into model portfolios, practice efficiency tools & execution and client reporting. >> bit.ly/3vVjUjR

"Holding a virtual ceremony lacks some of the thrill of sitting in a room full of peers but I did enjoy the experience," writes Dave Chessell re: the Professional Adviser Awards. "It's not just because we did well in the gong department..." Read more >> bit.ly/3c9DzVw

PortfolioMetrix UK Head of Investments, Nic Spicer, has penned a new opinion piece for FTAdviser.com - discussing 'How US Treasuries are influencing the UK market.' Read more and leave your comment below >> bit.ly/2Qc5v2i

"In investment terms, the phrase 'don't put all your eggs in one basket', underlines perfectly the reason diversification is so important," writes Dave Chessell in his latest blog. We invite you to read more and add your comments >> bit.ly/3tmzYsM

Professional Adviser Awards 2021 - we won again! We're pleased to announce that PortfolioMetrix won the award for Best Model Portfolio Service and was "Highly Commended" in the Best Client Engagement category (which we won last year) Congratulations to all winners and nominees

In discussing the rise of ESG Investing, Wealth Manager magazine asked 8 top Wealth Managers (including #PortfolioMetrix UK Head of Investments, Nic Spicer) what makes the best asset manager when it comes to sustainable investing. This is what he said >> bit.ly/2O8xDD3

"How do you navigate the labyrinth of investment fee charging?" is the question du jour in this week's Dave Chessell blog. Dave also highlights our new 'Portfolio Charges Explained' guide (free to download today) We invite you to read more >> bit.ly/38lBNyf

"You get what you pay for, and good advice does not come cheap," writes Dave Chessell in a new blog that highlights commentary by @TimSargisson on the 12 recommendations that PIMFA has made to government (on the issue of making advice more accessible). >> bit.ly/3uIuTwr

Making an argument for sustained investor interest in ESG, Nic Spicer points to the latest ESG Tracking Study from @Next_wealth which highlights that investors still want to see good returns, but - with a growing desire to do good. Read more >> bit.ly/2ZGxjxc

"Money Marketing ran a feature last week which included 25 tips for unlocking new business during lockdown," writes UK MD, Ben Peele. "These are tips that PMX has collected from a range of advisers who are bucking the trend to sign-up new clients." more > bit.ly/3pnQ6I5