Multi-Asset

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

Tutor:

• Paul Fidell, Prudential

Learning outcomes:

1. Why market volatility is not synonymous with market risk
2. The importance of creating and reviewing an investment plan

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