The Multi-Asset Road Show 2017, designed to help UK Financial Advisers gain a greater understanding of the vibrant and constantly evolving investment sector, will be visiting from 25th April to 4th May Leeds, Manchester, Birmingham, Bristol and London.
Strong forces like uncertain markets, shifting demographics and regulatory change are undoubtingly at work in investment today, posing some tough questions for both Financial Advisers and their clients, but in many instances multi-asset portfolios need to be able to provide very acceptable answers.
Expert speakers will discuss why Financial Advisers should consider directing client money towards multi-asset solutions – for example, for reasons of diversification, convenience, low volatility, income generation, cost (or, more accurately, value) and building their business.
The Professional Adviser Multi-Asset Roadshow 2017 will be in London on 4th May at The Brewery, 52 Chiswell Street, EC1Y 4SD.
Some of the main moments from the Programme:
- The art of fund selection – How to select the most appropriate fund for your client’s portfolio.
- Where in the world are we finding income?
- Outcome driven fund managers David Jane and Anthony Rayner will discuss how they go about constructing a portfolio that delivers a high and growing level of income with a strong focus on capital preservation. In particular, they will discuss:
- risk and portfolio construction: real world risks, not models
- the current state of global economies and markets
- how this guides their use of various asset classes and geographies in the portfolio: how to generate income when bonds are falling
- Behavioural finance in a multi-asset context – The field of behavioural finance explores psychological and cognitive biases as to why people tend to make irrational investment decisions, such as ‘loss aversion’ and ‘home bias’. These decisions can often be detractors to investment performance over the long term. Jihad Younan and David Copsey, on the Multi-Asset Team within GSAM, will highlight some of these biases and share their views on how a globally diversified, dynamic and risk-managed multi-asset fund can help mitigate the resulting pitfalls in some instances while generating additional returns in others. The session will also seek to illustrate how behavioural finance plays a role in managing the desired outcome of our multi-asset funds.
- Rook to Queen’s Knight 8 – In many regards, playing a game of chess is an analogue to the world of multi-asset investing: winning strategies are always rooted in a robust decision-making framework and a forward-looking approach. Thanks to its commitment to providing investors with the necessary resources to achieve competitive risk-adjusted returns in line with their objectives, HSBC Global Asset Management has built, over the last 20 years, one of the largest and most experienced multi-asset platform in the asset management industry. Out of the USD413.4bn managed by HSBC Global Asset Management, USD72.3bn are invested through multi-asset solutions managed by a dedicated global team of over 60 investment professionals.
- Fundamental, long-term, contrarian investing: Orbis Investments and the Orbis OEIC Global Balanced Fund
- Baillie Gifford Managed Fund – Fashion Changes, Style Remains
Amongst the benefits of attending:
- Complimentary places for Independent Financial Advisers
- Fantastic networking opportunities
- Valuable Q&A sessions
Structured hours of Continuing Professional Development (CPD): The Multi-Asset Roadshow is CPD accredited. Completing the annual 35 hours of CPD is a display of commitment to individuals’ roles and their wider profession. Members are therefore awarded a certificate on completion of each CPD year. This certificate, alongside their personal CPD record, is tangible evidence of a dedication to ongoing professionalism. Completion of full CPD years also provides members with many opportunities. Alongside the correct qualification, it allows members to apply for a Statement of Professional Standing – necessary for all practising retail investment advisers regulated by the FCA, and, alongside other criteria, enables members to apply for an individual charter. The CPD year will continue to run from 1st January to 31st December each year.
You can register to the Professional Adviser Multi-Asset Roadshow 2017 here.
