Welcome to AKG

AKG is an independent organisation specialising in the provision of assessment, ratings, information and consultancy to the financial services industry.

Please explore this site to find out more about what we do and what we provide or 
call on +44 (0)1306 876439 to find out how we can help you.

AKG Insight - In Brief

  • Report – Direct Lending as an Asset Class
  • AKG’s approach to financial strength
  • AKG Pension Freedoms Paper 2018

AKG has produced an independent report for an intermediary audience, including financial advisers, planners and paraplanners, on the potential relevance and suitability of direct lending as an investment asset for the sophisticated retail investor amongst a wider consideration of alternative asset classes.

The report was sponsored by investment management firms Triple Point and Foresight Group, who offer solutions in the direct lending investment market, along with regulatory consultancy Bovill and law firm Shakespeare Martineau, as report partners. It was underpinned by quantitative consumer and financial adviser market research insight instructed by AKG and carried out via online survey.

AKG looks across the market at a wide range of provider types and was asked to consider what part direct lending / private debt investment might be able to play in the evolving UK intermediary market as the search for yield continued against the post-financial crisis market with increasingly uncertain fixed interest and equity markets, with long term low interest rates and rising inflation.

Research showed a clear willingness by private investors to consider investment outside the traditional equity or cash-based solutions, albeit largely outside of the advice process currently. The report explores the potential opportunities for financial advisers to meet their clients’ continued search for yield and reduced volatility, alongside the challenges and hurdles for providers and advisers in making access to such solutions available.

4 October 2018

Latest Releases