managed accounts

Fidelity International’s 2020 Analyst Survey has uncovered a tipping point for corporates globally, as they recognise that considering environmental, social and governance factors is not just the right thing to do, but good business, too.

What should advice groups consider when reviewing their managed accout program to assess whether or not the program is still achieving its objectives and working as well as it should?

"While big super funds pour billions into stock picking, they’re still being beaten by investors with a portfolio of simple ETFs" says Chris Byrcki Founder & CEO of Stockspot