Fees matter, and matter more over time. With rising inflation, "hurdle rates" (min required return) are rising too. You can't control market returns, you can't control inflation. But you can control fees! @marymcdougall13@IChronicle@ElstonSolutions@PippaRComms
🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell@james_nortonVG@HenryCobbe
Do you know your AMC, from your OCF from your PTC? Trying to breakdown the different layers of not-particularly-intuitive fund fee disclosures! Thank you @marymcdougall13@IChronicle We do this for all funds on our research list @ElstonSolutions@PippaRComms
As Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it”. The same applies to fees!
🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell@james_nortonVG@HenryCobbe
🚨Investors beware high ad valorem fees! The compounding effect isn’t particularly intuitive. ⬇️how 3 global equity trackers would have compared over past 2 decades with annual charge of 0.3%, 1.3% and 2.3%. Keeping costs down is key @RobinJPowell@james_nortonVG@HenryCobbe
Very proud that our model portfolio solution is a Finalist in the Professional Adviser Awards 2022! A lot of creativity, energy and teamwork went in to have got this far, this quickly! Thank you team #Elston! @ElstonSolutions#multiasset#investmentsolutions
Being a successful investor has as much to do with your behaviour as it does with studying annual reports. In this podcast, @HenryCobbe and @marymcdougall13 discuss how emotional decisions making can lead to bad outcomes. Sponsored by @IGcomon.ft.com/3hywmQx
UK inflation is running at long-term highs, driven by Housing, Energy and Transport. Incorporating Real Assets into portfolios means earning from, not paying for, these inflationary trends. Find out more about our Liquid Real Assets Index ow.ly/Pn4U50H9hkl#elston
Join us for our 4q21 review and 2022 outlook "Through the Looking Glass: a curiouser new paradigm"
In focus: 1. Adapting to inflation, 2. Negative real yields, 3. Path to Net Zero
Register now Wed 26 Jan 10.30am ow.ly/Pn4U50H9hkl#elston#multiasset#investmentsolutions
Key supporter, @ElstonSolutions has set up a indoor rowing fundraising challenge, to support LYR - as part of 'City Giving Day' next Tuesday Sept 21st!
Head of Research @HenryCobbe is hoping to raise ÂŁ7,000 by rowing 7000m in 30mins!
Read more! ⬇️ uk.virginmoneygiving.com/fun…
Take the challenge of a Sponsored Row for #CGD this year. To set up your page, visit ow.ly/QsY450GaKl6
Help @LYRowing deliver for young people in London. Or visit their stand on the day to have a go! The Royal Exchange portico 10am to 2pm.
Please sponsor me in my attempt to row 7km in 30m on a rowing machine as part of #CGD 2021, raising ÂŁ for @LYRowing as part of the @LMAppeal. ow.ly/hbCV50GaKzS
Take the challenge of a Sponsored Row for #CGD this year. To set up your page, visit ow.ly/QsY450GaKl6
Help @LYRowing deliver for young people in London. Or visit their stand on the day at The Royal Exchange 10am to 2pm.
Please sponsor me in my attempt t to row 7km in 30m on a rowing machine as part of #CGD 2021, raising ÂŁ for @LYRowing as part of the @LMAppeal. ow.ly/A2Yp50GaKhn