Multi-Asset

Tutors:

• Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential

Learning outcomes:

1. Understanding the different types of risk within a multi-asset portfolio
2. How you can monitor and manage risk in a multi-asset portfolio
3. The importance of having a clear and independent risk framework

Tutors:

• Iain Barnes, Netwealth
• Phillip Butler, PPMG
• Parit Jakhria, PPMG

Learning outcomes:

1. What a good strategic asset allocation and tactical asset allocation process look like
2. How they work in tandem to generate performance and manage risk

Tutor:

• Vince Smith-Hughes, Prudential

Learning outcomes:

1. How do DB pension transfers stand today
2. Main changes set out by the FCA policy statement and consultation document
3. Risks advisers need to be aware of from when people move into SIPPs and person pensions

Tutors:

• Gary Potter, BMO Global Asset Management Multi-Manager Team
• Kelly Prior, BMO Global Asset Management
• Scott Spencer, BMO Global Asset Management

Learning outcomes:

1. Asset allocation and manager selection
2. Merits of active and passive fund managers
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Tutors:

• Mike Hammond,Premier Asset Management
• Simon Evan-Cook, Premier Asset Management

Learning outcomes:

1. How a natural income approach compares to a fixed rate of income withdrawal
2. The difference between yield and income
3. The main asset classes for generating long-term income growth

Tutor:

• Ian Rees, Premier Asset Management

Learning outcomes:

1. How asset prices have been affected by monetary policy
2. The range of absolute return style funds available to investors
3. How absolute return fund managers look for assets that are not correlated to mainstream markets
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Tutor:

• Andy Brown, Prudential Portfolio Management Group

Learning outcomes:

1. How due diligence and fund manager selection operate in a multi-asset portfolio
2. How fund groups look to provide ongoing monitoring and assessment of mandates
3. The importance of meeting client objectives

Tutors:

• Simon Evan-Cook, Premier Multi-Asset Team
• Mike Hammond, Premier Asset Management

Learning outcomes:

1. How to invest for the long-term, despite short-term volatility and uncertainty
2. The factors that can give active managers a long-term advantage

Tutor:

• Dipanjan Roy, Prudential Portfolio Management Group

Learning outcomes:

1. How a global investment approach can add to the risk/reward characteristics of a portfolio

Tutor:

• Mike Coop, Prudential Portfolio Management Group

Learning outcomes:

1. How to overcome behavioural biases that make it hard for investors to make the right choices
2. The difference between strategic and tactical asset allocation

Tutors:

• Mike Hammond, Premier Asset Management
• Simon Evan-Cook, Premier Multi-Asset Funds Team

Learning outcomes:

1. Why an investment time horizon has an impact on risk
2. The importance of comparing fund performance against their fund stated objectives

Tutors:

• Paul Latham, Octopus Investments
• Andrew Sherlock, Oxford Capital
• Roger Blears, RW Blears LLP

Learning outcomes:

1. How the July 2015 Budget changes impact VCTs and EIS