Embark Group

Financial Advice
Lower returns do not deter investors from ESG investments
Embark Group’s Confidence Barometer studies the impact of lower returns on ESG investments, the importance of financial advisers, and barriers to sustainable investing.
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Financial Advice
Why are advisers more bullish than their clients?
The latest Embark Investor Confidence Barometer reveals an interesting divergence between adviser and investor confidence.
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Financial Advice
Cash investing: friend or foe?
Investing in cash comes with risks that need to be managed or avoided.
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Investment Management
Quick chart: Bull and bear markets since 1970
A fresh perspective on the benefits of long-term investing.
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Financial Advice
Why more advisers are offering robo-advice
The latest Confidence Barometer by Embark Group highlights the importance of robo-advice and the role it plays in attracting new clients.
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Investment Management
Paraplanners believe they could add more value to firms
In this report by Embark Group, paraplanners express their views on barriers to adding value to firms, relationships with clients, and the future of paraplanning.
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Investment Management
Embark builds benchmark fund for IA Volatility Managed sector
Embark describes the process of creating a benchmark to assess funds within the Investment Association Volatility Managed sector.
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Investment Management
Choosing a suitable investment selection
Embark discusses the process of choosing a suitable investment selection for investors spooked by the turbulent market.
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Investment Management
Multi-asset funds key to combating drawdown
Embark explores the different approaches to drawdown and describes how advisers are combating this issue and reducing the complexity.
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Financial Advice
Investors should wait out volatility for positive returns
The COVID-19 pandemic triggered a turbulent market, causing many investors to consider de-risking their portfolio. In this article, Embark explains why investors should stay the course.
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Investment Management
How can stochastic models help combat investment risks?
Embark discusses the investment risks clients are facing and explains how to protect against each one.
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Investment Management
Paraplanners are feeling confident in their role
In this study, Embark explores paraplanner confidence, adviser relationships, use of technology, and gender gaps.
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