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Multi-asset investing – how fund managers optimise their portfolios in an uncertain world

Half day CPD seminar

3 – 13 October 2017 Stirling, Ascot, Solihull, Barnsley and Knutsford

The use of multi-asset portfolios continues to increase giving clients the benefits of diversification across asset classes, geographies and management styles. But, with so many funds in the market, how do you choose the most appropriate fund for the current environment ?

Our roadshow brings together four fund managers to discuss how they are adapting their portfolio construction methodologies to benefit from current economic uncertainty.

So join your peers to gain a better understanding of the multi-asset landscape and:

  • Hear how fund managers are positioning their portfolios and how that will benefit your clients
  • Hear their detailed methodologies on how they manage the risks and benefits
  • Take the opportunity to question the fund managers about their decision process, their portfolio construction, and hear their views on the current climate

90% of previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities.

CPD      


Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the CII/PFS/CISI for 2 hours and 40 minutes of structured continuing professional development.

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Register Now
09:30-13:40

Tuesday 3 October


Airth Castle Hotel and Spa
Airth
Stirlingshire
Scotland, FK2 8JF

Getting there

09:30-13:40

Tuesday 10 October


Ascot Racecourse
High Street 
Ascot, SL5 7JX

Getting there

09:30-13:40

Wednesday 11 October


The National Conference Centre
Coventy Road
Bickenhill
Solihull
West Midlands, 
B92 0EJ

Based at the National Motorcycle Museum

Getting there

09:30-13:40

Thursday 12 October


Tankersley Manor
Church Lane 
Tankersley
Barnsley, S75 3DQ

Getting there

09:30-14:00

Friday 13 October


Mere Court Hotel
Warrington Road
Mere
Knutsford
Cheshire, WA16 0RW

Getting there

Morning registration from 09:30 to 10:00, and the event closes at 13:45.  All refreshments are provided.

The morning comprises of five 25 minute presentations, one from Defaqto and one each from Architas, Carmignac, Orbis, and Royal London Asset Management (RLAM). There will also be the opportunity to pose questions to the presenters in the panel discussion.

Multi-asset funds: How to navigate the choice and complexity to ensure good client outcomes
Defaqto will discuss how you can put the multi-asset landscape into a more manageable context, with a view to identifying the most appropriate solutions for your clients.
Presented by Defaqto

The clock is ticking: avoiding the hidden dangers in decumulation phase investing

RLAM will explore the hidden risks involved in the search for low cost decumulation phase funds and how to construct a cost effective, dynamic and shock resilient solution.
Presented by Royal London Asset Management (RLAM)

Does your client need value or outperformance ?

We explore where the most value can be achieved by blending active and passive investments against the ever changing market backdrop and how to get the balance right between value for money and potential for outperformance.
Presented by Architas

Going global and keeping it flexible

Exploring the important of Emerging Markets within Multi-asset portfolios, establishing a framework for client risk budgets, analysing volatility and describe how global exposure can balance portfolios more robustly to deliver attractive returns whilst managing downside risks.
Presented by Carmignac

Is the 60/40 dead?

60% equities, 40% bonds—a simple approach with an extraordinary track record. But today, it looks risky. With equities fully valued and bonds vulnerable to rising yields, is it still possible to deliver an attractive moderate risk portfolio?
Presented by Orbis

Multi-asset, multi-purpose

In this session Roger Perry will show you how multi-asset funds support your clients in both the accumulation and decumulation phase and how Defaqto Engage, our investment planning software solution, can support you with ensuring suitability of your recommendations.
Presented by Defaqto

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

  • Dan Brocklebank

    Chairman of the UK Executive Committee, Orbis

    Dan Brocklebank

    Dan Brocklebank, Master of Arts (Honours) in Politics, Philosophy and Economics (Brasenose College, …

    Dan Brocklebank

    Dan Brocklebank

    Chairman of the UK Executive Committee, Orbis

    Dan Brocklebank, Master of Arts (Honours) in Politics, Philosophy and Economics (Brasenose College, University of Oxford), Chartered Accountant, Chartered Financial Analyst. Dan joined Orbis in 2002 as part of the investment team and was, most recently, responsible for leading the global sector investment team in London. In 2016 he was appointed to lead Orbis' UK operations and he is now Chairman of the firm’s UK Executive Committee. He previously worked at Arthur Andersen.

  • Trevor Greetham

    Head of Multi Asset, Royal London Asset Management

    Trevor Greetham

    Trevor Greetham is RLAM’s Head of Multi Asset. Prior to joining Royal London in 2015, Trevor was Ass …

    Trevor Greetham

    Trevor Greetham

    Head of Multi Asset, Royal London Asset Management

    Trevor Greetham is RLAM’s Head of Multi Asset. Prior to joining Royal London in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds, including the Fidelity Multi Asset Strategic Fund. From 1995 to 2005, Trevor was Director of Asset Allocation for Merrill Lynch. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University. He has 23 years’ investment experience.

  • Hiroki Hashimoto

    Senior Quantitative Analyst, Royal London Asset Management

    Hiroki Hashimoto

    Hiroki Hashimoto focusses on tactical asset allocation models, portfolio design and research within …

    Hiroki Hashimoto

    Hiroki Hashimoto

    Senior Quantitative Analyst, Royal London Asset Management

    Hiroki Hashimoto focusses on tactical asset allocation models, portfolio design and research within the Multi Asset Team. He joined RLAM in November 2015 with a broad quantitative research experience in Multi Asset, Fixed Income and Currencies. Hiroki started his career in 2008 and he previously worked at Adrian Lee & Partners, Fidelity Worldwide Investment and Bloomberg. He is a CFA Charterholder, a certified Financial Risk Manager, has a Master of Mathematics and a Master of Arts from University of Cambridge. 

  • Jean Médecin

    Member of the Investment Committee, Carmignac

    Jean Médecin

    Jean Médecin joined Carmignac Gestion as a Member of the Investment Committee in 2012 specialising o …

    Jean Médecin

    Jean Médecin

    Member of the Investment Committee, Carmignac

    Jean Médecin joined Carmignac Gestion as a Member of the Investment Committee in 2012 specialising on the firm Investment Policy. In this capacity he is also responsible for presenting the house view and fund investment strategies to clients and prospects.

    Before joining Carmignac Gestion, Jean worked at BNP Paribas Investment Partners as Senior Product Specialist (2008-2012), and as Financial Analyst and Portfolio Manager on European equity for T. Rowe Price in London (2006-2008), as well as Amundi Asset Management (2000-2006) and Oddo Asset Management (1997-2000) in Paris. He started his career as an M&A and Treasury Financial Analyst at ESSO S.A.F. in 1994.

    Jean graduated from HEC School of Management in 1994 and is an Associate Member of the CFA Society of France since 2002.

  • Nersen Pillay

    Investment Director, Royal London Asset Management

    Nersen Pillay

    Nersen is Investment Director in the Multi Asset team, working on tactical asset allocation and the …

    Nersen Pillay

    Nersen Pillay

    Investment Director, Royal London Asset Management

    Nersen is Investment Director in the Multi Asset team, working on tactical asset allocation and the communication of investment strategies. After studying economics at the University of Cambridge, Nersen joined Barclays Global Investors in 1995, where he became an Associate of the Society of Investment Professionals, was involved in market strategy research and ran active quant equity portfolios. After that, Nersen was a Fund manager at Allianz Global Investors, working on global equity and multi asset portfolios. Subsequently, Nersen has developed his global investment and client experience at Morgan Stanley, Citigroup and Haitong Securities, before joining Royal London Asset Management in March 2017. Nersen has over 21 years of investment experience. 

  • Sheldon MacDonald

    CFA, Deputy CIO, Architas

    Sheldon MacDonald

    Sheldon manages the Architas Multi-Asset Blended Fund range. He oversees fund selection and manages …

    Sheldon MacDonald

    Sheldon MacDonald

    CFA, Deputy CIO, Architas

    Sheldon manages the Architas Multi-Asset Blended Fund range. He oversees fund selection and manages the products' asset allocation and investment strategies. He also leads fund manager research across a number of sectors, including multi-asset and money market strategies. 

    Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a variety of long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa. Sheldon has a BComm in Financial Accounting and Economics and holds the IMC. He has 22 years of investment experience.

Core Sponsors

  • Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our …

    Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our specialism is in multi manager investing – and simplicity, with a focus on making the process of choosing a fund as straightforward as possible. Through our range of risk profiled, income generating and specialist funds of funds our goal is to meet the challenges faced by today's investor.

    As a business we recognise the importance of working in partnership with our advisers and have built a range of tools, which are designed to support you and your clients throughout the investment journey.

    As part of the global AXA Group, our clients can rest assured that we are built on solid foundations but maintain the flexibility and entrepreneurial dynamism of a smaller company. Launched during the difficult markets of 2008, Architas has seen strong growth with assets under management and under advisory totalling £22.3 billion.*

    *Data correct as at 31 March 2017. Please note that Architas is 100% owned by the AXA Group but it has no legal right of access to the assets of the AXA Group. Our previous company performance is not a guide to how we will perform in the future.

  • Carmignac

    Carmignac, more than 25 years of independence and conviction Founded in 1989, Carmignac is an indepe …

    Carmignac

    Carmignac, more than 25 years of independence and conviction

    Founded in 1989, Carmignac is an independent asset manager with an AUM of £52bn* and is today one of Europe’s leading asset managers.

    Our equity capital (£1.7bn*) is held entirely by our founders, fund managers and staff. In this way, the company’s long-term viability is ensured via a stable shareholding structure, reflecting our spirit of independence. This fundamental value ensures the freedom required for successful and renowned portfolio management.

    Carmignac has an international management team of 38 fund managers and analysts, uniting more than 10 different nationalities. This international openness allows the managers to seize investment opportunities on various financial markets.

    At Carmignac, we pursue conviction-based management, decorrelated from market indices. This approach gives us maximum flexibility in our investment decisions. Our ability to actively vary our exposure to asset classes within our investment strategies is key for long-term capital appreciation. We create and manage portfolios that are true to our conviction and the distinct view that we have of the market.

    We practice active management aiming at generating attractive yields under any and all market conditions. Our flexible investment style combined with a dynamic attitude to risk enables us to navigate turbulent times. We are Risk Managers and that expertise is run across our 17 investment strategies.

    Carmignac’s funds are available in 14** countries including UK and Ireland.

    * as of 31/05/2017 – data consolidated

    ** 12 in Europe, Singapore (professional investor only)  and Taiwan

  • Orbis

    Orbis is a global investment firm, managing around £25 billion of assets.We have been creating long- …

    Orbis

    Orbis is a global investment firm, managing around £25 billion of assets.

    We have been creating long-term value for our institutional clients since 1990 and have now made our investment expertise available to UK retail investors.

    Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices.

    Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients.

    UK investors can now access two Orbis funds, our Orbis OEIC Global Equity Fund and Orbis OEIC Global Balanced Fund.

  • Royal London

    Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management …

    Royal London

    Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, providing investment management solutions for a wide range of clients.

    Our size and scale mean we can offer clients access to the major asset classes, including UK and overseas equities, government bonds, investment grade and high yield corporate bonds, multi asset, property and cash. Our experienced team of investment specialists manages around £99 billion of assets (at 31/12/2016).

    We have a proven track record of delivering high quality investment management services and pride ourselves on the breadth and quality of our investment options. 

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