Asset allocation optimisation for fund risk targeting

Presented by

Schroders, Distribution Technology and Seven Investment Management

About this talk

Join Schroders, 7IM and Distribution Technology for an update on the Wealth Portfolios. During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework. Agenda: 11:00 - 11:05 Introduction 11:05 - 11:15 Dynamic Planner’s Annual Asset Allocation Review – Abhi Chatterjee, Head of Asset & Risk Modelling, Dynamic Planner 11:15 - 11:25 Low cost tracking of the Dynamic Planner asset model - Matthew Yeates, Senior Investment Manager, Seven Investment Management 11:25 - 11:35 Active multi-manager solutions and the discipline of risk targeting - Marcus Brookes, Head of Multi-Manager 11:35 - 11:45 Q&A
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Schroder webcasts will be hosted by the fund managers. They aim to give you an in-depth, up to date view of our funds. You will have the opportunity to question fund managers on their holding, investment process and strategy going forward.