Intelligent investment in the 21st century

Kevin Doran – Chief Investment Officer at AJ Bell – takes us back to 1952. The year in which Queen Elizabeth came to the throne, the bar code was invented and roll-on deodorant hit the shelves.

In the years since, advances in technology and personal hygiene have brought us QR codes, the internet of things and Lynx Africa. Meanwhile, the Royal House has moved on a little.

Unfortunately, the same cannot be said of the investment management industry, where we still use the label ‘modern’ to describe Harry Markowitz’s ‘Modern Portfolio Theory’ – a paper also penned in 1952’.

Kevin provides an insight into how, at AJ Bell, we are building a 21st century asset management business that utilises data science, human insight and process automation to bring a new type of intelligence to the investment world.

The value of investments can go down as well as up and your client may not get back their original investment.

Past performance is not a guide to future performance and some investments need to be held for the long term.

For professional advisers’ use only.

Tags: 
Top