News & Blog

  • • Values based investing is our preferred term for what some might call “ethical”, “sustainable” or “socially responsible” investing.

    • Vales are personal, so fund managers may differ in opinion as to what constitutes “ethical”

    • You can apply negative criteria to help choose which funds might match your values e.g. a fund that does NOT invest in tobacco manufacture and

  • 11 February 2020

    The Evolution of Ethical Investing...

    By FMB

    Ethical investment has traversed into the mainstream, as people increasingly choose to allocate their investable funds toward companies whose values and practices align with their personal beliefs, whether they be environmental, social, religious, or political. Some investors may choose to eliminate specific industries or allocate to other sectors which meet their ethical

  • The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives.

    Advice is key to success

    The recently released research*

  • 17 May 2019

    May Market Update

    By FMB

    In our latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.

    The FTSE 100 index of leading UK company shares finished closed at the end of April at 7,418.22 points, experiencing yet another positive month, rising 139.03 points or 1.91% during the month.

    European markets experienced a

  • Whether or not you can afford to lose money, most people would prefer not to. So, as long as we have been helping people with their finances, we have been having the same conversations about investing. (That’s over 30 years in case you are interested!) But we are not Superheroes with special powers. If someone promises you inside the inside track they might just be “The

  • 08 January 2019

    Filling the Advice Gap

    By FMB

    Has financial advice changed since the Retail Distribution Review in 2012?

    This year the Financial Conduct Authority (FCA) is set to review the RDR 6 years after the sweeping changes to our services were introduced.

    Undoubtedly there have been many positives. The uplift in minimum qualifications for Advisers has brought increased professionalism and the link between

  • In our latest monthly investment update for September 2018, we look at how investment markets, global economy and commodity prices are performing.

    The FTSE 100 index of leading UK company shares finished August at 7,432.42 points, down from 7,748.76 points at the end of July. This represents a fall of 316.34 points or 4.08% during the month.

    The fall in the value of the

  • For those of you who like to know about the nuts and bolts our technical briefing looks at economic conditions driving investment decisions for fund managers...

    Global dividends paid to shareholders rose by 12.9% in the second quarter of the year to reach a record $497.4bn.

    The growth in global dividends means payments to shareholders comfortably exceeded analyst

Page:
    © FMB 2017 - 2020. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

    Top