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Building a multi-asset solution - how hard it can be?

Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

In this webinar, Patrick will cover:
• introduction to the multi-asset world
• the process for building a multi-asset solution
• risk scheme
• asset allocation
Recorded Feb 27 2019 12 mins
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Presented by
Patrick Norwood, Investment Consultant, Defaqto
Presentation preview: Building a multi-asset solution - how hard it can be?

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  • Building a multi-asset solution - how hard it can be? Recorded: Feb 27 2019 12 mins
    Patrick Norwood, Investment Consultant, Defaqto
    Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

    In this webinar, Patrick will cover:
    • introduction to the multi-asset world
    • the process for building a multi-asset solution
    • risk scheme
    • asset allocation
  • Selecting investment strategies for income Recorded: Jan 29 2019 41 mins
    Paul Tinkler, Insight Consultant - Funds, DFM and Platforms
    Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

    The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
    The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

    This presentation is intended for financial advisers.
  • Defaqto Engage Core and Intelligent Office integration Recorded: Jan 22 2019 31 mins
    Roger Perry, Head of Intermediary Sales
    In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

    Join us to see:
    • How easy is to launch Engage from Intelligent Office
    • How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
    • Where in iO you can find your automatically created your client’s risk profile and research reports

    This webinar is intended for financial advisers and paraplanners.
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  • Title: Building a multi-asset solution - how hard it can be?
  • Live at: Feb 27 2019 2:00 pm
  • Presented by: Patrick Norwood, Investment Consultant, Defaqto
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