Publications Below is a selection of publications written by Paul and Joe: 'Inflation and Financial Planning' The Irish Broker May 2022 'ESG and Personal Investment Advice' The Irish Institute of Pensions Management Mar 2022 'ESG Investment - A Guide for Financial Brokers' Brokers Ireland Q1/2022 'ESG Investment - A Guide (Consumer Version)' Brokers Ireland Q4/2021 'Investment Advice and ESG in Practice' The Irish Broker Jun 2021 'New KID in Town...changes to PRIIPs due in January' Irish Broker May 2021 'A Perspective on ESG Investment' Brokers Ireland Feb 2021 'Investment Update' Brokers Ireland Feb 2021 'Setting a Long-Term Investment Strategy' Financial Planning Standards Board Sep 2020 'Fund Ratings in Flux: PRIIPs vs. ESMA' The Financial Professional / lia.ie Sep 2019 'CISI Presentation' CISI Mar 2019 'AR funds struggling but not at the point of no return' The Sunday Times Apr 2018 'A Crock of PRIIPs?' The FM Report Mar 2018 'Multi-Asset Fund Suites' The Financial Professional / lia.ie Nov 2017 'Sequencing Risk and Client Advice' TAG Oct 2017 'Should Volatility Drive Investment Advice?' The Financial Professional / lia.ie Apr 2016 'Representing Risk to DC Members' Irish Pensions Magazine Mar 2016 'Risk Profiling' The Professional Jan 2013 'ARFs - A More Sophisticated Approach to Investment Warranted' The Professional Jul 2012 'Investment Choice' The Professional Jul 2011 'Investment Advice - Risk to Become Central' The Professional Insurance Broker Jul 2011 'Towards Fee-Based Pricing for Investment Business' The Irish Broker Nov 2010 'Building Better Investment Portfolios' The Irish Broker Oct 2010 'A View on Risk Profiling' The Irish Broker Sep 2010 'Managed/Consensus Funds as Default Options Need Retiring' Irish Pensions Oct 2009 'Credit Unions Suffering from Floating Rate Uncertainty' Sunday Business Post May 2009 ‘Challenging the Consensus on Your Pension Scheme’ Sunday Business Post Aug 2008 ‘Are Bank Stocks a Good Bargain?’ Sunday Business Post Mar 2008 ‘Best Investment Options for 2008’ Sunday Business Post Dec 2007 ‘Sound Advice is Essential for Effective Investment Sunday Business Post Dec 2007 ‘Irish Equities Not Such a Bargain’ Sunday Business Post Nov 2007 ‘Unappetising View of Irish Equities’ Sunday Business Post Nov 2007 ‘Too Much of a Good Thing? – The Bias Towards Irish Equities’ Pensions World Nov 2006
