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Managing Risk in Multi-Asset Portfolios Tutors:
- Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential
Learning outcomes:
- Understanding the different types of risk within a multi-asset portfolio
- How you can monitor and manage risk in a multi-asset portfolio
- The importance of having a clear and independent risk framework
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Strategic vs Tactical Asset Allocation Tutors:
- Iain Barnes, Netwealth
- Phillip Butler, PPMG
- Parit Jakhria, PPMG
Learning outcomes:
- What a good strategic asset allocation and tactical asset allocation process look like
- How they work in tandem to generate performance and manage risk
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DB transfers: managing risk for advisers and clients Tutor:
- Vince Smith-Hughes, Prudential
Learning outcomes:
- How do DB pension transfers stand today
- Main changes set out by the FCA policy statement and consultation document
- Risks advisers need to be aware of from when people move into SIPPs and person pensions
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Multi-Manager: Its role in client portfolios Tutors:
- Gary Potter, BMO Global Asset Management Multi-Manager Team
- Kelly Prior, BMO Global Asset Management
- Scott Spencer, BMO Global Asset Management
- Asset allocation and manager selection
- Merits of active and passive fund managers
Learning outcomes:
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The hunt for income Tutors:
- Mike Hammond,Premier Asset Management
- Simon Evan-Cook, Premier Asset Management
Learning outcomes:
- How a natural income approach compares to a fixed rate of income withdrawal
- The difference between yield and income
- The main asset classes for generating long-term income growth
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Multi-Asset Absolute Return Investing Tutor:
- Ian Rees, Premier Asset Management
Learning outcomes:
- How asset prices have been affected by monetary policy
- The range of absolute return style funds available to investors
- How absolute return fund managers look for assets that are not correlated to mainstream markets More
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Multi-Asset portfolios Tutor:
- Andy Brown, Prudential Portfolio Management Group
Learning outcomes:
- How due diligence and fund manager selection operate in a multi-asset portfolio
- How fund groups look to provide ongoing monitoring and assessment of mandates
- The importance of meeting client objectives
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The danger of not taking enough risk Tutors:
- Simon Evan-Cook, Premier Multi-Asset Team
- Mike Hammond, Premier Asset Management
Learning outcomes:
- How to invest for the long-term, despite short-term volatility and uncertainty
- The factors that can give active managers a long-term advantage
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The importance of diversification across assets and across the globe Tutor:
- Dipanjan Roy, Prudential Portfolio Management Group
Learning outcomes:
- How a global investment approach can add to the risk/reward characteristics of a portfolio
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Taking advantage of market volatility Tutor:
- Mike Coop, Prudential Portfolio Management Group
Learning outcomes:
- How to overcome behavioural biases that make it hard for investors to make the right choices
- The difference between strategic and tactical asset allocation
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Low risk investing Tutors:
- Mike Hammond, Premier Asset Management
- Simon Evan-Cook, Premier Multi-Asset Funds Team
Learning outcomes:
- Why an investment time horizon has an impact on risk
- The importance of comparing fund performance against their fund stated objectives
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July 2015 Budget changes impact VCTs and EIS Tutors:
- Paul Latham, Octopus Investments
- Andrew Sherlock, Oxford Capital
- Roger Blears, RW Blears LLP
Learning outcomes:
- How the July 2015 Budget changes impact VCTs and EIS
