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Professional Paraplanner May 2021 Issue
Jupiter – Alpha Generation through focused risk management
In this issue:
Profile
Paul Robertson talks to Rob Kingsbury about the catalyst in his life that prompted his decision to leave his head of Technical role and join The Martin Gallier Project, a mental health support and suicide prevention charity.
Viewpoint
Adam Keen, head of Paraplanning at Arlo International, looks at ESG investing in a way that truly meets client needs
Professional bodies
This issue we have contributions from both the PFS and CISI
Caroline Stuart says the PFS Paraplanner Panel is now back and planning for the future
The CISI’s Sally Plant considers the ever growing need of the industry to recruit career paraplanners
Interview
We talk to Laura Barnes, head of Intermediary Distribution at Parmenion about how the platform makes things easier for paraplanners
Dealing with disaster
There are situations when business priorities and the team around you have to come before clients, says Michelle Hoskin
Exam prep
The Brand Financial Training team explore investment ratios
The Investment Committee
What is alternative?
While structured products are categorised as alternative investments, modern portfolio theory shows they can improve the risk/reward ratio of portfolios making them more efficient
SME ESG
There is a shifting pendulum of ESG in smaller companies, Tzoulianna Leventi, Investment Analyst, Aberdeen Standard Investments explains
Markets
Darius McDermott, managing director, FundCalibre considers whether the current outperformance of value has longer legs than may be expected.
Thinking ahead
Premier-Miton’s David Jane says the fund manager prefers to navigate to the future than predict it
For this issue’s Sector considerations we look at the Healthcare sector