Investment
The act of buying something such as a share in a company or other financial instrument with the hope of it increasing in value.
Is investing in China still a good idea?
Discover the PIMFA Autumn Journal 2022 article, "Is Investing In China Still A Good Idea?" by Riscura, examining the benefits of investing in China's evolving economy
PIMFA Journal Edition #31
Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset
PIMFA Groups Infographic
Read here the updated PIMFA Groups infographic, showing the structure involved
Breaking through the barriers of portfolio efficiency
Read our Journal #28 article on breaking through the barriers of portfolio efficiency
Do celebrities have a legitimate role in improving financial literacy?
Read our Journal #28 article on if celebrities have a legitimate role in improving financial literacy?
WMA Millennial Report 2016
Discover the Wealth Managers Association's Millennial Report 2016, addressing the challenges and opportunities in engaging millennials in pensions and investments
New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding – An EY & PIMFA WealthTech report
Download here the PIMFA WealthTech/EY publication “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding”, looking at the changing expectations of clients, broader industry headwinds, the PIMFA WealthTech Tech Sprint outcomes and Conclusions
PIMFA Plus
PIMFA Response to the Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)
CCI Product Summaries: The New KIIDs on the Block
Read here an article from PIMFA Journal #31 by Andy Pettit, Director of Policy Research at Morningstar, suggesting that work remains to fulfil the potential of a new disclosure framework that will make it easier for investors to find and understand the information they require
Integration: Where consolidation strategies stand or stall
Read here an article from PIMFA Journal #31 by the team at Solve Partners, looking at where consolidation strategies stand or stall
Exploring the breadth of private assets available to wealth managers
Read here an article from PIMFA Journal #31 by the team at Mercer, exploring the breadth of investment opportunities available to wealth managers seeking to stay competitive
Redefining Risk: Women, AI, and the Democratisation of Investing
Read here an article from PIMFA Journal #31 by Zoe Morton, Director at RSM UK, highlighting that, by the end of 2025, it is estimated that women will hold sixty percent of Britain’s wealth through intergenerational inheritance, making them effectively the key financial decision makers, a trend that is expected to continue to rise
Culture as a risk lens: Evolving the art and science of fund research
Read here an article from PIMFA Journal #31 by Bev Shah, Co-founder of City Hive, discussing why, in a world where 'black swan' events are inevitable, the biggest differentiator – and risk mitigator – is culture