28th April 2021
The clash: Peer group vs volatility targets (45 minutes)
45 minute CPD
Volatility targeted or peer-grouped, UK or globally focused, ESG integrated? These different options can have a huge impact on your clients’ investment outcome.
45 minute CPD
Volatility targeted or peer-grouped, UK or globally focused, ESG integrated? These different options can have a huge impact on your clients’ investment outcome.
Explore what concentration risk is and why it is important
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
A summary of some of the wrappers available to investors to maximise tax-efficient returns.