Part three - Understanding managed accounts seriesOne of the more recent developments in managed accounts is the introduction of international equities as a more significant part of the portfolio. However, this in turn introduces currency risk. Read the article for the third and final instalment of ...

Part two - Understanding managed accounts seriesIncreasingly, many managed accounts solutions are incorporating managed funds to help with portfolio construction and diversification. Building a well-balanced model portfolio still requires a thorough understanding of the basic founda­tions of multi-manager ...

Part one - Understanding managed accounts seriesFor financial advisers who want to adopt managed accounts as part of their service offering, many transition issues need to be re-assessed and evaluated. Not least of which is the investment policy and governance framework that will form the basis on ...