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Comparing apples with pears: Investment research in an RDR world

Comparing apples with pears: Investment research in an RDR world

In an RDR world advisers will need to have an investment process in place that evaluates investment vehicles from the whole of the market. So that means comparing the relative merits of exchange traded funds, index tracking funds, or investment trusts alongside their OEIC and unit trust counterparts..

With our regularly updated panels covering these sectors, this is an area in which we have been supporting advisory firms for some time.
But increasingly in our tailored sector panels, we are comparing apples with pears.

That is to say we are providing advisers with a side-by-side comparison of the relative risk and reward characteristics of alternative investment vehicles in the same sectors; helping advisers implement the most suited solution for their clients. That’s one of the benefits of our tailored research subscriptions.

Please Contact us for more info.

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