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 UK Financial Adviser Conference 2022 Henry Cobbe In this virtual conference we invite external speakers to focus on key issues facing advisers their businesses and their clients' portfolios. Provisi... 4 days ago | 116 mins Rathbone Multi-Asset Portfolios fund update - April 2022 David Coombs Join David Coombs, head of multi-asset investments at Rathbones, where he will touch upon the funds performance, positioning and discuss some of the t... 1 month ago | 35 mins CPD: Liquidity Risk & Fund Selection Henry Cobbe In this technical CPD webinar, we explore the concept of liquidity risk management and how it can impact fund selection decisions. We analyse the liqu... 2 months ago | 34 mins Troy UK Income Strategy Webinar Blake Hutchins Please join Blake Hutchins and the UK Income team for a live Webinar, during which they will give an update on the process, performance and outlook fo... 2 weeks ago | 48 mins Fund Selection Techniques Gaurav Awasthi, IIFL Wealth & Roopali Prabhu, Sanctum Wealth Management The mutual fund industry has 38 fund categories with more than 1,000 schemes. Within each category, there are funds which are run with different style... 12 months ago | 67 mins Fixed Income Funds: Active vs. Passive JR Rieger, Owner, The Rieger Report LLC Is 2021 the year of actively managed bond funds? The growth in choices of bond funds ranging from passive to active continues. What you need to kno... 6 months ago | 40 mins Rathbone Greenbank Multi-Asset Portfolios fund update - January 2022 Will McIntosh-Whyte Fund Manager Will McIntosh-Whyte, Rathbone Greenbank Multi-Asset Portfolios, will be setting out his outlook for 2022; he begins the year with an upda... 4 months ago | 48 mins Global equity income: The search for late Life Cycle alpha Niko de Walden For Professional Clients only, not suitable for Retail Clients. How has a differentiated stock selection investment approach helped deliver over the ... 2 months ago | 32 mins Guide to Robust Fund Selection Kaustubh Belapurkar, Director of Manager Research, Morningstar Investment Adviser India Pvt. Ltd. While it is acknowledged that Asset Allocation plays a major role in shaping investor portfolios, fund selection plays an equally important role in en... 1 year ago | 64 mins MPS Update: Q3 2021 Anthony Walters - Portfolio Manager | Clever | Join members of the 8AM CleverMPS investment and research teams for our Q3 2021 update. The session will cover: • Portfolio positioning and performa... 6 months ago | 50 mins Load more