CII Accredited

Presentations

Learn more about what topics will be discussed at this year's Multi-Asset Focus.


Speaker: Keith Balmer, Product Specialist, Multi-Strategy

Don’t make a passive choice – make an active decision

The asset management industry, seems slow to react to the impact of regulatory influence on the financial advice process. Keith Balmer will be talking about different ways of adding value to a basic multi-asset portfolio, whilst still catering to cost conscious or constrained investors.

Learning Objectives

At the end of the presentation, attendees should be able to:

  • Describe some of the different “value” outcomes, distinctive from cost that investors can have when looking at multi-asset portfolios
  • Articulate the different types of multi-asset management styles
  • Determine the added value from different asset allocation approaches


Speakers: Dean Cheeseman, Portfolio Manager and Nick Watson, Fund Manager

‘This time is different!’

The world is changing rapidly around us. Disruption, demographics and monetary policy are evolving and influencing the outcomes that clients require from their investments. Dean Cheeseman and Nick Watson will be looking at how these challenges are affecting markets and the investment outcomes that clients can expect in future.

Learning Objectives

At the end of the presentation, attendees should be able to:

  • Consider the impact of monetary policy upon investment markets
  • Recognise the challenges of demographic shifts facing the world economy
  • Consider the asset allocation decisions required to deliver an attractive level income in a low yield environment


Speaker: Chris Johns, National Development Manager

Happy Absolute Returns in a Multi-Asset Context

Despite the fears of some politicians that people would buy supercars with their new found Pensions freedom’s it appears from new FCA research that people are instead more likely to use a cash account rather than invest for their long term retirement needs. According to the ONS, the first quarter of 2018 saw £10.6bn pension transfer but can people look at investing in a multi-asset absolute return fund.

Learning Objectives

At the end of the presentation, attendees should be able to:

  • Explain the role of absolute return in multi-asset strategies’
  • Describe the environment in which various Targeted Absolute Return funds perform.
  • Discuss how a long/short equity position work


Speaker: Tim Carr, Fund Manager, Multi-Asset

2001, 2007, 2019? Preparing for a turn in the cycle…

After an extended period of low volatility and strong asset returns, we are seeing signs of a new phase in the economic cycle . As we enter this period, how can we balance risk management with the need for returns and how can investors best position their portfolios for success? Will the traditional roles that assets have played in our portfolios change as we move through the cycle and how can alternative strategies help?

Learning Objectives

At the end of the presentation, attendees should be able to:

  • Explain that the great moderation of low inflation, low bond yields and low asset price volatility is coming to an end
  • Detail how markets will likely respond to this new era
  • Clarify how a multi-asset approach can deal with this changing environment.

  • BMO Global Asset Management
  • Janus Henderson Investors
  • Jupiter
  • Schroders
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