• Sustainable Outsourcing | Masterclass

    What does 'sustainable' mean to your clients and how do you know you're doing the right thing for them? An expert panel join us to discuss:

    • Shane O’Brien, Head of Multi-Asset...
  • Multi-Asset | Masterclass

    In this Masterclass three experts join us to discuss the transitory factors that may be affecting inflation, their views on the current labour market and current growth opportunities in the market. Taking part are:

    • Anthony McDonald, Senior Investment Manager, Aegon UK
    • Trevor Greetham, Head of Multi Asset, Royal London Asset Management
    • Alex Funk, Chief Investment Officer, Schroder Investment Solutions
    • ...
  • How to generate sustainable income for clients


    • Andrew Morris, Product Specialist, Canada Life Asset Management
    • Craig Rippe, Head of Multi-Asset, Canada Life Asset Management

    Learning outcomes:

    1. How do income funds work and what options are available for investors wanting to gain a regular income
    2. Who are multi-asset income funds for and how close to retirement should investors be opting...
  • Is MPS the solution for sustainability when advising clients?


    • Tom Buffham, Portfolio Analyst, Brewin Dolphin
    • Lee Coates, OBE, Co-Founder, ESG Accord
    • Rob Gleeson, CIO, FE Investments

    Learning outcomes:

    1. The challenges of adding sustainability to an MPS
    2. The pros and cons of outsourcing investments via an MPS
    3. How the MPS market is developing sustainability options


  • Managing Risk in Multi-Asset Portfolios


    • 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