It’s an unfortunate truth that the state pension has become progressively less impactful relative to average full-time earnings. It currently stands at £9,339.20¹ per year, up against average earnings of £38,600², some way off the golden ‘two-thirds of your previous income’ mark that most people aim to hit for a comfortable retirement. With this in […]
Moneyfarm’s key aim is to help people achieve their financial goals both easily and efficiently. In service of this aim, our investment strategy, as it appears in this document, is arguably our most important asset. Built for the sole purpose of protecting and growing the wealth of our customers over the long-term, our investment strategy […]
So far in our Investment Strategy series, we’ve covered the key tenets that form our philosophy, what we actually offer our customers, and the governance structure we have in place to ensure quality throughout. Every step of the process is vital, though perhaps none more so than the one we’re going to discuss here. As […]
In this Investment Strategy series, we’ve covered everything from the key tenets of our investment philosophy to the structures we put in place to govern them. This fifth and final instalment will focus on what we do after the portfolios have been constructed: how we assess our performance. There are five key levels at which […]
Moneyfarm’s key aim is to help people achieve their financial goals. Naturally, our investment strategy is a central element of our proposition as a wealth manager, built solely with the purpose of achieving that key aim. In the first of a series of posts explaining our investment strategy, we’re going to define the key tenets […]
While what we offer our customers may be simple, there’s a lot that goes on behind the scenes to make it happen. To give investors a portfolio that suits them, Moneyfarm has implemented a multi-stage process, in which every step is vital in providing the best experience and investment solution. Before we can confidently assign […]
By Richard Flax, CIO at Moneyfarm. The view of our CIO will be a recurring series, focusing on developments in financial markets and their impact on investors. When it comes to the global economy – particularly the intangible and abstract jargon of the financial markets – it is often difficult to mentally connect the data with […]
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Anyone evaluating their investment options in the last few years will have come across the acronym ESG. In recent years, interest in environmental, social and governance (“ESG”) issues has skyrocketed, with more and more people wanting to make it a part of their broader investment portfolio. Put simply, ESG is a way of evaluating a […]