Investment Planning & Advice

Qualitative vs Quantitative: An exact science or a matter of opinion?

Traditionally, fund managers have used a qualitative investment process, drawing predictions from their direct experience investing in markets. This results in inherent bias in their investment style. Outcomes are influenced by the inevitable pitfalls of this subjective investment process rather than a scientific and objective evaluation of data.

The results from qualitative managers can be impressive but the probability of anyone predicting a particular manager’s success, from the hundreds of available qualitative managers, appears to be no better than chance.

Quantitative investing is based on the theory that mathematical relationships exist between economic data such as interest rates, GDP and inflation, along with assets such as stocks, bonds, commodities and property.

Quantitative fund managers identify these relationships using sophisticated mathematical models called algorithms and develop investment strategies that have a higher probability of success. Algorithms are not new technology but what is new is the possibility of taking advantage of their predictive capability within the investment world for the retail investor.

Sensible investment planning is based on understanding your investment aims, as well as your time horizon. When considering an investment strategy, this will take into account your objectives and attitude to risk. Advanced Asset Consultants will help you determine an investment plan appropriate for your needs.

Financial Guides

January/February 2017 Magazine

January/February 2017 Magazine

Investment Outlook: Taking advantage of opportunities in 2017

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Factsheets

A Guide to 2016/17 Year End Tax Planning

A Guide to 2016/17 Year End Tax Planning

Taking advantage of planning opportunities means getting tax savvy now

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News + Media

HMRC Capital Gains tax increases by 60%

Wednesday February 15, 2017

HM Revenue & Customs (HMRC) collected an additional £140m from investigations into unpaid capital gains tax (CGT) over the last financial year. Through analysing data from HMRC, £55m of the figure came from investigations relating to ‘wealthy individuals’ and mid-sized businesses with the remaining £85m stemming from regular taxpayers and small businesses. The substantial numbers …

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Top Trump -So what now ?

Thursday January 26, 2017

His inauguration on Friday 20 January. Trump was sworn in as the 45th President of the United States on the steps of the US Capitol at noon, when current president Barack Obama’s term expires. WHO ARE THE CLEAR WINNERS? Initially, the clear winners of this seismic election result appear to be US infrastructure and business. …

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Breaking the Taboo of Defined Benefit Pensions

Friday September 02, 2016

Conventional wisdom has historically seen ‘final salary’ pensions being held up as the gold standard of retirement provision. This is due to the benefits of these pensions typically outweighing what most people in an alternative ‘money purchase’ arrangement could receive in retirement. As such, transferring benefits away from a final salary pension into an alternative …

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BREXIT :Two Weeks on from decision

Friday July 08, 2016

life cover, life insurance, life assurance, trusts, discretionary trusts, tax planningA brief look at the FTSE 100 would suggest that not much has been happening since the UK voted to leave the European Union (EU). In fact, the FTSE 100 was at its highest level since August 2015 on Friday 1 July. The initial reaction in financial markets to the referendum result went as expected. …

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Registered in Scotland SC362302 Advanced Asset Consultants Ltd. is authorised and regulated by the Financial Conduct Authority FCA Registration No: 506551 The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.

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