Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date CPD: Assessing Suitability for Drawdown Henry Cobbe In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates. 4 months ago | 28 mins The insider guide to drawdown: Key themes shared Neale Smith, Key Account Manager, Embark Group Join Neale as he takes us through some of the key themes that emerged from our recent adviser interviews where we tried to get their insights on how t... 8 months ago | 33 mins Rebooting retirement income: Powering up income in fundamentally changed markets Martin Lines; Karl Steadman Everywhere one looks, all the indices point to the Covid-19 pandemic and Ukraine conflict having global economic consequences for years to come. • F... 7 months ago | 63 mins Dynamic Defensive Equity in a Multi-Asset Portfolio Dimitris Korovilas, PhD, Investment Product Specialist, Scientific Beta | Brendan Maton Traditional multi-asset portfolios resort to cap-weighted benchmarks to gain exposure to the equity asset class. However, this exposes the portfolio t... 3 months ago | 58 mins Defaqto CPD - Income in the new normal Steve Hunter Head of Business Development Momentum Global Investment Management Income investing in 2021in the new normal. Learning objectives: To explain the challenges that dividend cuts presents to your client’s portfolio To d... 1 year ago | 35 mins Defaqto CPD: Sustainable Income in Retirement – the Holy Grail Head of Insight (Funds and DFM) Defaqto Sustainable Income in Retirement – the Holy Grail, presented by Defaqto Learning objectives To describe the various ways of generating a sustainable ... 1 year ago | 38 mins Flexi-access drawdown – The good, the bad, and the ugly Craig Muir, Senior Pension Development & Technical Manager, Royal London We’re seeing more people using income drawdown than ever before with Flexi Access Drawdown (FAD) sales outpacing annuity sales by more than 2:1 since ... 2 years ago | 69 mins Trends in Managing FX Currency Risk in your International Portfolios Marisa Kurk, Chief Strategy Officer of Global Foreign Exchange | Mark O’Donoghue, Senior Consultant Currency Management Currency volatility poses an increasing challenge for institutional investors as their asset mix becomes more varied and international. A ‘one size fi... 9 months ago | 49 mins BPI Alternative - Consistent performance, low drawdown and uncorrelated profile Pedro Fontes and Joel Mendes As we are approaching the end of the risk cycle, BPI Alterntive is the uncorrelated, low drawdown fund that will provide you with Alpha in stressful t... 1 year ago | 26 mins Three reasons we think preferreds are now attractive Allie Quine, Portfolio Specialist, Cohen & Steers Broad fixed income markets have seen a substantial wave of repricing this year stemming from persistent inflation, interest rate volatility, and conce... 5 months ago | 5 mins Load more
