For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .
As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this context, investment consultancy Atchison views portfolio construction not as a back-office function, but as a critical growth lever.
As the investment landscape evolves, the role of alternative investments remains a topic of debate. Some argue that traditional asset classes – shares and fixed income – are sufficient to build a well-diversified portfolio, while others see alternatives as essential for achieving uncorrelated returns and risk-adjusted growth. Here, we explore both perspectives.
Active managers with sector-specific knowledge really flex their muscles when dealing with countries in the midst of sustainable economic development. In this data-driven comparison, Mishan Dahia from Atchison Consultants looks at two prominent emerging funds.
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?
