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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
- VIEW ALL CONSULTATIONS
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Latest Blogs
Suffering from the Disposition Effect? You Are Not Alone!
Post Date: March 26, 2025
"Run your winners and cut your losses" is one of Wall Street’s most enduring pieces of advice, championed by investment legends like Peter Lynch and Warren Buffett and consistent with academic studies of market momentum. Yet, despite the simplicity of this mantra and its undeniable economic rationality, research indicates that people often do the opposite. This tendency to sell winning investments too soon and retain losing holdings is so well-known that it has its own term – the disposition effect.
The disposition ...
Streamlining Electronic AGM Access
Post Date: March 21, 2025
In recent years, some platforms have improved the ease of shareholders attending AGMs in person, with ii and AJ Bell adopting the Broadridge service, which makes it easy to request a Letter of Representation for in-person attendance.
However, gaining access to AGMs electronically is often still cumbersome for all concerned. This is particularly the case for AGMs held on the widely used Lumi platform. To gain access a code must be obtained, which is not a concept Broadridge currently supports. Codes are ...
GUSBOURNE Case Study
Post Date: March 18, 2025
Sparkling Product, Sour Investment
Gusbourne PLC (GUS), an AIM-listed producer of English sparkling wine, is a case study in how minority shareholders in small-cap companies can be severely disadvantaged.
While the product itself may garner acclaim, the company's recent trajectory has left a bitter taste for many individual investors.
Lord Ashcroft, Gusbourne's majority shareholder and primary debt holder, is moving to take the company private, leaving smaller shareholders with severely limited and unpalatable options.
Gusbourne Share Price Performance
A Precipitous Decline in Value
The timeline of ...
Why ESG-Focused Funds might be a Strong Investment Choice
Post Date: February 15, 2025
Despite a history of greenwashing and historically dubious definitions of what defined an Environmental, Social, and Governance (ESG) qualifying investment, sustainable investing has now shifted from an ethical to a practical financial strategy.
Investors, emboldened by new, robust governance of what constitutes an ESG investment (from the International Capital Market Association (ICMA) and the International Regulatory Strategy Group (IRSG)), are increasingly focussed on firms which integrate ESG sustainable business practices that lead to long-term financial resilience. Beyond ethical considerations, ESG-focused funds offer ...
Portfolio Review 2024 – Cliff Weight
Post Date: February 15, 2025
Key points
Portfolio up 11.5%.
Benchmark performance: UK (FTSE100) +9.7%, but risk adjusted global benchmark (based on my 88%/12% equity/cash allocation) +18.6%.
Relative performance reflects conservative strategy of preservation of wealth, home country bias and AIM bias.
Portfolio allocation
30% index trackers, 33% direct shares, 19% funds and Investment Trusts, 12% cash/bonds, 2% VCTs.
50% UK, 33% US, 13% other geographies. Red flag re home country bias.
Decided to allocate 20-30% of portfolio to bonds/cash accounts. Started to implement plan.
Exposed ...
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