Name: DFM due diligence workshop
Start: 2019-09-17T10:00:00Z
End: 2019-09-17T10:57:21.000Z
Location: BrightTALK
Rating: 4

Brooks Macdonald web-conferences are hosted by investment managers and members of the investment committee. They provide valuable insight into world markets, investment and fund strategies and governance.

Join Matthew Wintour, Head of Adviser Solutions, as he focuses on how Brooks Macdonald’s Asset Allocation and Investment Selection committees actively make decisions for our investment strategies.

Matthew will also discuss our team’s research, risk monitoring and how trading processes are carried out. 

Register now to join us!

International adviser focus: Making investment decisions

In this Managed Portfolio Service (MPS) webinar, Jonathan Webster-Smith, Head of Multi Asset Team and Alex Chittenden, Investment Manager, were joined by Gareth Powell, Co-Head of the Polar Healthcare Team and Manager of the Healthcare Opportunities Fund at Polar Capital.

Polar Capital is a specialist, investment-led, active fund manager. The Healthcare Opportunities Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.

The presenters discussed the healthcare sector in the wake of the global COVID-19 pandemic, focusing on:

- how the sector has been dealing with the global spread of coronavirus and which subsectors have been the winners and losers during the market sell off

- how healthcare companies are trying to combat the virus and what this means for the industry, whose returns have held up well in this volatile market

- further risks that might affect this sector, such as the US election and the threat of a second wave of the virus

The long-term economic impact of COVID-19 on the healthcare industry

In this update on the Brooks Macdonald Managed Portfolio Service (MPS), Jonathan and Alex discuss:

- how the MPS portfolios have performed and been positioned during the first four months of 2020;
- what the key drivers of returns have been; and
- the importance of remaining invested.

Brooks Macdonald | Managed Portfolio Service Update

Our latest Defensive Capital Fund market update for February 2020

DCF Monthly Commentary - February 2020

Join Matthew Wintour, Head of Adviser Solutions, and David Holley for a focus on Discretionary Fund Management (DFM).

The outsourcing of day-to-day asset allocation and investment decisions is increasing for advisers. We will demonstrate how, by partnering with Brooks Macdonald, you can run your business more efficiently; from compliance requirements and regulation, to investment solutions, reporting and online support. 

Register now to join us!

International adviser focus: Quickfire DFM FAQs

Our latest Defensive Capital Fund market update for January 2020

DCF Monthly Commentary - January 2020

Join Dr Niall O'Connor in this session, with a Q&A at the end, as he runs through the DCF in detail including:

- an overview and history of the fund
- the DCF Management Team
- a performance review of 2019
- the current outlook for 2020, fund holdings and asset allocation
- why choose the Defensive Capital Fund?
- income share class

2019 review of DCF

Our latest Defensive Capital Fund market update for December 2019

DCF Monthly Commentary - December 2019

In our latest webinar we discuss the market impacts of the large Conservative majority in the UK 2019 General Election

The Market Impact of the UK Election

Our latest Defensive Capital Fund market update for November 2019

DCF Monthly Commentary - November 2019

Join Matthew Wintour, Head of Adviser Solutions, and Mark O’Connor, Head of Investment Management, as they focus on Platforms, including why they have become popular and how our investment services can offer an effective solution for international financial advisers looking to adopt a Platform as part of their client offering.

We work with a range of Platform providers on the international stage and throughout our webinar you will hear how our Discretionary services can be utilised via Platforms, along with other benefits to adviser firms and your clients of this relatively new technological development within the international advisory space.

International Platform Focus: Discretionary Investment Management on Platforms

Jonathan and Elliot will be discussing the investment risks and opportunities the current environment presents for our clients, including:

- rising geopolitical risk in recent times, from trade wars and political unrest to Brexit, and the extent of their impact on investors and markets, with the correlation of these worries often being less than feared.

- considerations of these various headline risks in a systematic manner, highlighting key developments for each of the main geopolitical issues that we are facing.

- a focus on US political dynamics, in light of US Elections in 2020, and how they can affect investment returns over the coming years.

Geopolitics, Trump and The Trade War: Who said investing was easy?

Our latest Defensive Capital Fund market update for October 2019

DCF Monthly Commentary - October 2019

Our latest Defensive Capital Fund market update for September 2019

DCF Monthly Commentary - September 2019

Our latest Defensive Capital Fund market update for July 2019

DCF Monthly Commentary - July 2019

George Latham, Managing Partner at WHEB Asset Management, and Ben Palmer, Investment Director and Head of Responsible Investment Research at Brooks Macdonald, discuss the concept of sustainability, the growing issues that the world is facing, how the policy agenda and societal attitudes are changing and how investors can contribute to addressing these issues whilst also generating a strong investment return.

UK Advisers: Sustainable investment - Investing in the 6th industrial revolution

Join Jonathan Webster-Smith, Head of the Multi Asset Team, and Willem Klijnstra, Asset Allocation Strategist at Legal & General Investment Management as they explore fair value for Sterling/USD in a post-Brexit world.

Focus on currency: managing foreign exchange risk against political volatility

Featuring guest speakers from Defaqto, Asset Risk Consultants, threesixty and AKG Financial Analytics, the webinar will assist professional advisers and paraplanners with the seven step approach to DFM due diligence.

DFM due diligence workshop

Due Diligence

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

DFM due diligence workshop

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