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# References

CalPERS (2015) CalPERS Asset Allocation & Performance. [Online] Available at: https://www.calpers.ca.gov/ index.jsp?bc=/ investments/ assets/ assetallocation.xml(Accessed July 2015)

CFA Institute (2010) Elements of Investment Policy Statement for Institutional Investors. [Online] Available at: http://www.cfapubs.org/ doi/ pdf/ 10.2469/ ccb.v2010.n13.1 (Accessed July 2015)

FCA (2014) Our Strategy. [Online]. Available at http://www.fca.org.uk/ static/ documents/ reports/ fca-our-strategy-december-2014.pdf (Accessed 7 December 2015)

FCA (2014) Santander UK fined £12.4m for widespread investment advice failings. [Online]. Available at: http://www.fca.org.uk/ news/ santander-uk-investment-fine (accessed July 2015)

FSA (no date) Knowing your customer and assessing their needsfactsheet. [Online]. Available at http://www.fsa.gov.uk/ smallfirms/ resources/ factsheets/ pdfs/ KYC_factsheet.pdf (Accessed 7 December 2015)

FSA (2011) Letter to CEOs of wealth management firms. [Online]. Available at http://www.fsa.gov.uk/ static/ pubs/ ceo/ dear_ceo_wealth_management.pdf (accessed July 2015)

FSA (2015) Attitude to risk – an advisor prompt (not exhaustive). [Online] Available at: http://www.fsa.gov.uk/ smallfirms/ resources/ factsheets/ pdfs/ ATR_prompt.pdf (Accessed 7 December 2015)

FTSE/WMA (2015) FTSE WMA Private Investor Index Series Asset Allocations [Online] Available at http://www.ftse.com/ products/ downloads/ FTSE_WMA_Private_Investor_Index_Series_Asset_Allocations.pdf (Accessed July 2015)

Gregory, A. and Rutterford, J. (2000) ‘Optimal Asset Allocation for UK: An Historical Analysis, 1970-2000’, University of Exeter working paper

Insight: Anne Stausboll - A Vision for Sustainability (2014) Youtube video, added by CalPERSNetwork [Online]. Available at https://www.youtube.com/ watch?v=D0zjOxK8I8k (Accessed 7 December 2015)

McKinsey (2011) The emerging equity gap: Growth and stability in the new investor landscape. [Online] Available at http://www.mckinsey.com/ insights/ global_capital_markets/ emerging_equity_gap (Accessed July 2015)

OECD (2013) Pensions at a Glance 2013 - OECD and G20 indicators. [Online] Available at: http://www.oecd-ilibrary.org/ finance-and-investment/ pensions-at-a-glance-2013_pension_glance-2013-en (Accessed 6 January 2016)

WMA (2015) Private Investor Index Current Asset Allocation [Online] Available at: http://www.thewma.co.uk/ private-investor-indices/ current-asset-allocation/ (Accessed 6 January 2016)

Yale University (2013) The Yale Endowment 2013. [Online] Available at http://investments.yale.edu/ images/ documents/ Yale_Endowment_13.pdf (Accessed July 2015)

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