This working party is addressing the Inadequacy of current practices of calculating investment risk and relative return; and plans to propose a radical but intuitively correct methodology to calculate investment returns, relative returns, explanations of differences, or attribution, in a precise and relevant way

This research is being put together by the Working Party for the Regulator, Independent Financial Advisors (IFA's) but more importantly for individual members of the investing public.

Outputs:

  • Develop a methodology to calculate investment returns, relative returns, explanations of differences, or attribution, in a precise and relevant way for discussions with the Regulator, IFA’s but principally individual members of the investing public.

Chair: Gordon Bagot
Members: 4
Established: 2014

 

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Contact Details

If you want more information about this research working party please contact the Communities Team.

professional.communities@actuaries.org.uk

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