Multi-Asset | Masterclass
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There's plenty of doom and gloom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Joining on the panel to discuss are:
- James Mahon, CIO, Church House Investment Management
- Caroline Shaw, Portfolio Manager, Fidelity International
- David Coombs, Head of Multi-Asset, Rathbones
- Lucy Haddow, Client Service Director, Baillie Gifford Managed Fund
Learning outcomes:
- How multi-asset managers position portfolios in the face of inflation
- The future of the 60:40 traditional balanced fund
- Style bias and its impact on returns
Channel
Masterclass-
Multi-Asset | Masterclass With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Two expert Fund Managers join us to discuss:
- David Coombs, Head of Multi-Asset Investments, Rathbone Funds
- Tara Jameson, Multi-Asset Fund Manager, Schroders
Learning outcomes:
- The impact of higher US interest rates...
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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...
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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 ...
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How to generate sustainable income for clients Tutors:
- Andrew Morris, Product Specialist, Canada Life Asset Management
- Craig Rippe, Head of Multi-Asset, Canada Life Asset Management
Learning outcomes:
- How do income funds work and what options are available for investors wanting to gain a regular income
- Who are multi-asset income funds for and how close to retirement should investors be opting...
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Is MPS the solution for sustainability when advising clients? Tutors:
- Tom Buffham, Portfolio Analyst, Brewin Dolphin
- Lee Coates, OBE, Co-Founder, ESG Accord
- Rob Gleeson, CIO, FE Investments
Learning outcomes:
- The challenges of adding sustainability to an MPS
- The pros and cons of outsourcing investments via an MPS
- How the MPS market is developing sustainability options
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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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