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

Presented by

John Bellamy, Head of Adviser Solutions, Waverton Investment Management

About this talk

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.

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