Multi-Asset

  • Multi-Asset | March 2019

    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
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  • DB transfers: managing risk for advisers and...

    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
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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
    • Learning outcomes:

      1. Asset allocation and manager selection
      2. Merits of active and passive fund managers
      More
  • The hunt for income

    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
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  • Multi-Asset Absolute Return Investing

    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
    4. More
  • Multi-Asset portfolios

    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
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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:

    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
    More