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Daphne Poon, CFA

Daphne Poon

Daphne Poon is a Research Analyst at Janus Henderson Investors. She is a member of the Central Research and Global Emerging Market Equities Teams focused on the financials sector.

‘ESG’ investing: what is it, where are we now, where is it going?

Given the meteoric rise in the popularity of ESG-focused investing over recent years, it’s remarkable to reflect that, as little as a dozen or so years ago, it was a concept that was rarely contemplated. In this white paper, we explore the origin and current understanding of ESG investing.

Lowland Investment Company – Edison research note

We would like to draw your attention to the following commissioned research piece. This piece give general insight into the background of Lowland Investment Company and the investment strategy with which it is run.

Wealth Transfer: Empower

Ben Rizzuto, CRPS® Retirement Director Help empower your clients to discuss wealth transfer Modest Lifetime Gifts Giving lifetime gifts has long been a strategy suggested to clients when estate planning for tax purposes. But, for many of your clients, the non-tax related benefits may be just as important. By making modest gifts earlier in their

Things aren’t always what they seem

Diversification – by stock, sector, region and asset class – should be one of the abiding principles of the shrewd investor. It’s easier said than done however, this article sets out some of the traps for the unwary.

Wealth Transfer: Prepare

Ben Rizzuto, CRPS® Retirement Director How are you preparing your practice for the future? Practical issues to consider As you prepare yourself and your practice for the great wealth transfer there are several practical issues that need to be considered. When thinking about your service model and engaging with your clients and your clients’ children