Direct Access to the 2023 Presentation
Following the release of our 2024 webinar—which recently reached over 3,000 views—we have now opened direct access to the earlier 2023 presentation.
With more than 7,800 views to date, this session offers an authentic, in-depth walkthrough of our CLEARER™ framework. The registration requirement previously used for tracking has been removed, making the full video freely accessible to watch on YouTube.
Investment Landscape Snapshot
Drawing from the latest annual industry data provided with permission from The Investment Association, here is how capital is currently allocated across the investing universe:
- Total Assets: £9.1 Trillion invested in portfolios
- Equity Allocation: 42% invested within equities
- UK Equity Weighting: 20% of the equity total is held in UK equities
- Fixed Income: 30% invested within fixed income
- Management Styles: 67% actively managed versus 33% passively managed
Understanding these broad asset splits and management methodologies is vital for evaluating your own portfolio structure and risk exposure.
If you have questions about how these industry figures compare to your existing arrangements or would like to share your thoughts, contact our team directly or call us to arrange a consultation.
