Asset Management

Tutors:

• Bryn Jones, Head of Fixed Income, Rathbones
• Noelle Cazalis, Fund Manager, Rathbones
• Kate Elliot, Head of Ethical, Sustainable and Impact Research, Rathbone Greenbank

Learning outcomes:

1. The future role of fixed income in a client portfolio
2. What the last 20 years can teach investors about fixed income’s characteristics
3. The...

Tutors:

• Douglas Turnbull, Global Smaller Companies...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Julia Dreblow, Founder, SRI Services...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Karl Dines, Head of Business Consultancy, SimplyBiz

Learning outcomes:

1. The development of the centralised investment proposition and the regulator’s intentions behind this
2. How to go about putting a CIP together and the main pitfalls to...