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Below you will find the latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

These articles are intended for regulated financial advisers and intermediaries only.

You can keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser. Read our latest newsletter. To sign up, fill out our simple registration form below.

Managing investment risk in volatile markets - part two: The role of financial personality

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter, Managing risk

What makes an investment selection suitable? Advisers and regulators agree that it’s about matching the risk an investor is both willing and able to take with that actually being taken. This is part two of the series.

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The rise of ESG amid the pandemic

By David Sheasby, Head of Governance and Sustainability, Martin Currie

COVID-19, Embark Adviser newsletter

The COVID-19 crisis has clearly been the dominant topic on all investors’ lips this year, with questions frequently being asked by clients if the impact of the pandemic has changed its approach to stewardship and ESG.

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To CIP or not to CIP, that is the question

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

What’s the best way to provide clients with suitable investment portfolios? Some advisers are adamant that they should manage the investment process themselves, while others choose to outsource.

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Re-thinking the role of the ACD

By Thomas Rostron, Horizon by Embark

Embark Adviser newsletter

With the authorised corporate director (ACD) back in the media spotlight again in relation to Woodford, now is a good time to explore how it's been one of the most overlooked components of asset management, with the fund management firm, individual fund managers and sometimes the asset allocator taking the limelight.

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Investment update: September 2020

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

For the first time in history, the annual Jackson Hole economic meeting was a virtual affair. Jerome Powell, Federal Reserve Chairman took this opportunity to set out a new policy framework. We discuss the implications of this change and our views in this update.

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Managing investment risk in volatile markets

By Scott Sinclair, Embark Group

Embark Adviser newsletter, Managing risk

We have produced a short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed - and left in no doubt about the value of your advice - during periods of volatility. This is part one of the series.

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