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