# References

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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)

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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)

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OpenLearn - Asset allocation in investment
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