Name: DFM due diligence workshop
Start: 2019-09-17T10:00:00Z
End: 2019-09-17T10:57:21.000Z
Location: BrightTALK
Rating: 0

Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions.

In our webinars we cover wide range of topics, from market insights to product news.

Defaqto’s approach to assessing critical illness cover and some of the issues it’s important to consider when recommending a critical illness policy.

Critical Illness Cover

In this third webinar in our series, Jim Thompson, CAIA – Investment Consultant at Defaqto, will focus on asset allocation. 

Jim Thompson will cover the following learning objectives and by the end you will be able to:
1. Describe asset allocation and why it is needed
2. Explain the basics of Modern Portfolio Theory
3.	Identify the different types of asset allocation commonly used today
4.	Specify what inputs are required for an asset allocation model
5.	Summarise when an asset allocation model is required

This webinar can be included as part of your CII / Personal Finance Society CPD requirement should you consider it relevant to your professional development needs.

Creating and managing an investment proposition – Part 3

Defaqto - The early evolution of ESG - part 2, presented by Danny Luggah, Investment Specialist  

Schroders - Demystifying sustainability, incorporating climate change in your asset allocation and evidencing your positive impact on the world. Presented by Alex Funk, Chief Investment Officer Sustainability - meeting the needs of the present without compromising the ability of future generations to meet their own needs – United Nations. During this session we will provide some thoughts on what Sustainability really means and how to think about a world that invests more sustainably. We will unpack Climate change and how this has added new dimension to investing and that this needs to be at the forefront of your Portfolio Construction. We will discuss how to incorporate Climate Change assumptions into your Asset Class forecasts, ultimately leading to a more Sustainable Strategic Asset Allocation, and lastly, we will provide some thoughts on how to evidence the positive impact investors are making by investing more sustainably.  

Sarasin & Partners - Tomorrow's world - Investing to meet the needs of the present without compromising the ability of future generations to meet their own needs, presented by Henry Boucher, Partner and Deputy Chief Investment Officer and Iestyn Richard-Rees, Associate Partner and Director, Intermediary Clients

Defaqto CPD: The early evolution of ESG - part 2/Demystifying sustainability

Defaqto - The early evolution of ESG - part 1, presented by Danny Luggah, Investment Specialist  

Fidelity International - Building a multi-asset range for the UK Sustainable Investment market, presented by Nick Peters, Portfolio Manager Learning objectives Understanding the challenges when it comes to investing in sustainable products. Providing insight into the corporate sustainable investing framework and credentials at Fidelity. Introducing the investment philosophy and process behind the Fidelity Sustainable Multi Asset range.  

M&G Investments - How to invest today to solve tomorrow’s challenges, presented by Maria Municchi, Fund Manager Learning objectives: Delegates will get an insight into the environmental and social challenges investors face and the multi-decade investment opportunities they represent. Delegates will get an insight into how sustainability outcomes can be accessed across multiple asset classes with a specific focus on government bonds. Delegates will get an insight into how investors can build risked managed solutions that deliver both a clients financial needs which are aligned to their sustainability preferences.

Defaqto CPD: Early evolution of ESG/Sustainable Investment market

Solving an income dilemma - Yield hunting when interest rates are #Thezero Learning objectives: Describe and articulate the long term challenges to generating income from capital sums Explain the current interest rate environment for UK investors and how this differs from the past Understand that income solutions now require more diversification across a broad range of income producing asset classes than in the past Learn the importance of integrating a sustainable investment philosophy

Defaqto CPD: Solving an income dilemma - Yield hunting

Income Investing in 2021 Learning objectives: To explain the challenges that dividend cuts presents to your client’s portfolio To describe how a smoothed monthly Income policy can provide a positive client outcome To explain how a traditional 60/40 portfolio provides the returns required for a unit encashment income policy To describe what Alternative Investments can offer in an Income portfolio

Defaqto CPD - Income investing in 2021 by UBS Asset Management

The Benefits of Investment Trusts – presented by Wise Funds Learning objectives: To detail the key components of investment trusts.  To explain how investment trusts can be utilised within a fund. To describe how discounts and premiums operate. To explain how investment trusts can offer an ESG approach to investing.

Defaqto CPD: The Benefits of Investment Trusts

Income investing in 2021in the new normal. Learning objectives:  To explain the challenges that dividend cuts presents to your client’s portfolio To describe how a smoothed monthly Income policy can provide a positive client outcome To explain how a traditional 60/40 portfolio provides the returns required for a unit encashment income policy To describe what Alternative Investments can offer in an Income portfolio

Defaqto CPD - Income in the new normal

Sustainable Income in Retirement – the Holy Grail, presented by Defaqto Learning objectives  To describe the various ways of generating a sustainable income from a lump sum investment To explain the strengths and weaknesses of each income generation method  To summarise how each method, or combination of methods, can be applied to meet individual client needs.

Defaqto CPD: Sustainable Income in Retirement – the Holy Grail

TAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto.  Defaqto will kick off proceedings with a high level market overview, followed by a discussion with our investment team surrounding the ever-evolving universe of ethical investments. We will be looking at Value vs Growth and why TAM are playing the long game when it comes to ESG. We will also cover the very real issues of greenwashing, and newly coined 'riskwashing'.  TAM Talks is designed to be interactive so viewers will have the opportunity to send in their burning questions throughout the presentation, which will be answered in a dedicated Q&A session.

TAM and Defaqto Present: ESG - Greenwashing and Riskwashing

Evidencing suitability in retirement planning

Defaqto CPD - Evidencing suitability in retirement planning

Taking your Centralised Investment and/or Retirement Proposition to the next level

Learning objectives:
Understand – How to enhance/develop a centralised investment/retirement proposition (CIP/CRP).
Explore – The thinking and questions that need to be answered when structuring a new CIP/CRP.
Identify – How to develop your criteria for a CIP/CRP.
Analyse – The different aspects of an investment partner’s offering, including service propositions, investment styles and commercial terms.
Learn – How to select an investment partner or panel of partners, how to engage with the chosen firm(s), and how to implement and review a new discretionary-based CIP/CRP. 
Examine – The requirements for joint investment committees and the importance of having clearly defined review points following the implementation of a new CIP/CRP.

Defaqto CPD - Taking your CIP and/or Retirement Proposition to the next level

Investing for our Future (ESG/SRI)

Learning objectives:
Appreciate why the Green wave is here to stay.
Fully understand the major trends contributing to the rise of Environmental, Social and Governance (ESG) Investing.
Explain what global governments are proposing in their pledging of billions to the theme.
Grasp key aspects of how an ESG investible universe is built and what you should expect from an asset manager by way of communication of impact.

Defaqto CPD - Investing for our Future (ESG/SRI)

How can a modern DFM meet the needs of the adviser market? 

Learning objectives:
To gain an understanding of how a DFM can construct a modern and efficient portfolio, including the use of derivatives to protect again inflation, increased volatility, falling markets and spreads widening. 
To gain an understanding of how responsible investment fits within a centralised investment proposition. 
To gain an understanding of the key drivers for portfolio performance during 2020.

Defaqto CPD - How can a modern DFM meet the needs of the adviser market?

Defaqto DFM market overview - what good looks like

Learning objectives
•To understand the different elements of good due diligence and how they might fit together
•To understand the different layers of a DFM proposition and what due diligence is required to build up a picture of ‘what good looks like’
•To understand the pitfalls in relying on portfolio names
•To understand why performance is important when considering risk
•To understand what is meant by ESG and what should be taken in to account when considering a portfolio or range of portfolios.

Defaqto CPD - DFM market update - what good looks like

Join us for the second webinar from our four-part series, creating and managing an investment proposition. This second webinar will focus upon selecting the right investment solutions for your business and remember that you can claim CPD hours if you feel the learning supports your professional development needs.

In this webinar we will cover the following learning objectives:

1.How to select and employ investment solutions that include:

                a.  Multi-asset funds
                b.  Model portfolios
                c.  Discretionary Fund Manager portfolios

2.The implications of adopting more or more of the above solutions

3.How Defaqto assesses and rates various aspects of the above

Creating and managing an investment proposition – Part 2

As the world continues to wrestle with the pandemic, financial markets seem utterly untroubled. Indeed, some markets have recently set record highs. At the root of it all is bond yields. By understanding the links between bonds and other asset classes, we can see why 2020 has been the best of all possible worlds for some assets—but why a very different set of investments may offer more attractive returns going forward.

Defaqto CPD - The best of all possible worlds by Orbis Investments

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

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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

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DFM due diligence workshop

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