Skandia Investment Group Newsroom

Will Greece leave the euro and what happens if it does?

18 May 2012

A recent investor survey showed most people expect Greece to leave the euro at some point over the next 18 months. This note assesses how likely a euro exit is and what could happen if Greece did. It concludes that while the risk of a Greek exit has clearly risen sharply, such an exit is less likely than some think, in part because the consequences of such an exit could be devastating for all parties. Attaching probabilities to any of the potential outcomes is extremely difficult however.

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Germany not feeling the eurozone’s pain

16 May 2012

Rupert Watson, Head of Asset Allocation, Skandia Investment Group
Germany was reported to have grown at 0.5% in 2012Q1, much stronger than expected. Germany continues to outperform the rest of the eurozone and most of the developed world. Indeed, with unemployment at the lowest in over 20 years and business and consumer confidence still very high, it is easy to see why Germany is still not feeling the rest of the region’s pain.

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Behavioralism: Representative Bias and the case for European Equities

15 May 2012

By Lee Freeman-Shor, Portfolio Manager, Skandia Best Ideas Funds

The hottest, trendiest investment club you can belong to nowadays is the ‘I HATE EUROPEAN EQUITIES’ Club.

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The Tyranny of Bad Democracy

14 May 2012

By John Ventre, Portfolio Manager, Spectrum and multi asset funds, Skandia Investment Group
The ancient Greek philosopher Plato once asked which is worse: a bad democracy or a country reigned by a tyrant. He concluded that tyranny was preferable - better for one person to commit many bad deeds than for the people themselves to be responsible for the destruction of their own society. This gives us an interesting lens through which to view current political events in Greece, because it seems that’s exactly whats happening.

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CGT and VAT are important cost considerations for DFM portfolios

14 May 2012

The additional costs to customers of Discretionary Fund Management portfolios created by Capital Gains Tax (CGT) and Value Added Tax (VAT) must be important considerations for financial advisers when comparing these portfolios to alternative managed solutions such as MultiManager or Risk Targeted funds, says Skandia Investment Group.

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Latest Press Releases

CGT and VAT are important cost considerations for DFM portfolios

14 May 2012

Classifications:: Ryan Hughes; Funds; Investment solutions; Spectrum

The additional costs to customers of Discretionary Fund Management portfolios created by Capital Gains Tax (CGT) and Value Added Tax (VAT) must be important considerations for financial advisers when comparing these portfolios to alternative managed solutions such as MultiManager or Risk Targeted funds, says Skandia Investment Group.

Skandia European Best Ideas Fund brings in BlackRock while celebrating its 4th anniversary

11 May 2012

Classifications:: Lee Freeman-Shor; English; Active management; Equity; Funds; Investment solutions; Investments; Manager of managers; Multi manager; Portfolio manager; Portfolios

Skandia Investment Group’s Citywire “A” rated portfolio manager Lee Freeman-Shor has awarded a €34m Skandia European Best Ideas Fund mandate to Richard Plackett of BlackRock. The move to bring in Placket coincides with the 4^th anniversary of the €340m fund.

Risk targeted funds avoid FSA concerns on ‘portfolio drift’

09 May 2012

Classifications:: Ryan Hughes; English; Funds; Investment solutions; Investments; Portfolios; Spectrum

Risk targeted funds can help financial advisers avoid portfolio drift, one of the significant concerns highlighted in the FSA’s recent paper on assessing investment suitability, says Skandia Investment Group.

SIG launches new ‘DFM style’ Spectrum Select client reports

02 May 2012

Classifications:: Ryan Hughes; English; Funds; Investment solutions; Investments; Spectrum

Skandia Investment Group (SIG) has today launched a new version of its Spectrum Select client reports. In addition, the asset manager has expanded the availability of the reports to all advisers who wish to make the risk targeted Skandia Spectrum funds a cornerstone of the investment options they offer to their customers in preparation for the Retail Distribution Review.

Low investor awareness of risk shows need for risk targeted funds

30 Apr 2012

Classifications:: John Ventre; English; Funds; Investment solutions; Investments; Spectrum

Half of people who have an investment product are only vaguely aware of the level of risk they are taking within that product according to new research by Skandia Investment Group. A further 8% say they have no understanding of the level of risk they are taking at all, with only two in five saying they understand the level of risk they are taking in detail.

Half of investors are only vaguely aware of the risk they are taking

30 Apr 2012

Classifications:: Ryan Hughes; English; Funds; Investment solutions; Investments; Spectrum

Half of people who have an investment product are only vaguely aware of the level of risk they are taking within that investment according to new research by investment firm Skandia. A further 8% say they have no understanding of the level of risk they are taking at all, with only 42% saying they understand the level of risk they are taking in detail.

Julian Ide

Chief Executive Officer (CEO) for Skandia Investment Group and Old Mutual Asset Management
Paul Nathan

Chief Risk Officer
Simon Wilson

Interim Head of Marketing and Distribution

On 21 March 2012, Old Mutual plc, the ultimate parent company of Skandia Fund Management (Ireland) Ltd (which operates as the manager to Skandia Global Funds Plc), sold the Nordic business unit (comprising long term savings and banking operations in Sweden, Denmark and Norway) to Skandia Liv. As a result, the companies in the Old Mutual Group are no longer affiliated to the companies in the Skandia Liv Group.

Skandia Investment Group is an investment research and management division within the Skandia Group which brings together all of Skandia's research, analysis, portfolio management and investment product expertise under one structure. Skandia Investment Group is also the marketing brand name of the following companies: Skandia Global Funds plc, an investment company with variable capital established as an umbrella fund with segregated liability between sub-funds which is authorised and regulated by the Central Bank of Ireland pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011, as amended.

Registered in Ireland under registration number 271517.Registered office: Arthur Cox Building, Earlsfort Terrace, Dublin 2, Ireland.

Skandia Investment Management Limited, authorised and regulated by the Financial Services Authority.

Registered in England and Wales under registration number 4227837. Registered office: Skandia House, Portland Terrace, Southampton, SO14 7EJ

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Skandia Investment Group Newsroom

Will Greece leave the euro and what happens if it does?

Germany not feeling the eurozone’s pain

Behavioralism: Representative Bias and the case for European Equities

The Tyranny of Bad Democracy

CGT and VAT are important cost considerations for DFM portfolios

Latest Press Releases

CGT and VAT are important cost considerations for DFM portfolios

Skandia European Best Ideas Fund brings in BlackRock while celebrating its 4th anniversary

Risk targeted funds avoid FSA concerns on ‘portfolio drift’

SIG launches new ‘DFM style’ Spectrum Select client reports

Low investor awareness of risk shows need for risk targeted funds

Half of investors are only vaguely aware of the risk they are taking

Media Contacts

John Morgan

Executive Team

Julian Ide

Paul Nathan

Simon Wilson

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