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Defaqto Income and Drawdown virtual events. Part 4 - UBS presentation

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
Live online Nov 9 10:00 am UTC
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Presented by
Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management
Presentation preview: Defaqto Income and Drawdown virtual events. Part 4 - UBS presentation

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  • Defaqto ESG virtual Part 2, 1 July, Defaqto, Schroders, Sarasin & Partners Nov 17 2021 10:00 am UTC 86 mins
    Danny Luggah, Defaqto. Alex Funk, Schroders. Henry Boucher & Iestyn Richard-Rees, Sarasin & Partners
    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 ESG virtual Part 1 30 June, Defaqto, Fidelity, M&G Investments Nov 16 2021 10:00 am UTC 60 mins
    Danny Luggah, Defaqto. Nick Peters, Fidelity International. Maria Municchi, M&G Investments
    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 Income and Drawdown virtual events. Part 5 - Schroders presentation Nov 10 2021 10:00 am UTC 42 mins
    Rupert Rucker, Head of Income Solutions Schroders
    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 Income and Drawdown virtual events. Part 4 - UBS presentation Nov 9 2021 10:00 am UTC 47 mins
    Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management
    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 Income and Drawdown virtual events. Part 3 - Wise Funds presentation Nov 4 2021 10:00 am UTC 42 mins
    Vincent Ropers Co-Portfolio Manager and John Newton BDM
    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 Income and Drawdown virtual. Part 2 - Momentum Global IM presentation Nov 3 2021 10:00 am UTC 35 mins
    Steve Hunter Head of Business Development Momentum Global Investment Management
    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 Income and Drawdown virtual events. Part 1 - Defaqto presentation Nov 2 2021 10:00 am UTC 38 mins
    Head of Insight (Funds and DFM) Defaqto
    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 - The best of all possible worlds by Orbis Investments Recorded: Nov 5 2020 38 mins
    Rob Perrone Investment Counsellor Orbis
    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 - Should risk mapped funds surprise clients by Canada Life AM Recorded: Nov 4 2020 31 mins
    Andrew Morris Product Specialist Canada Life Asset Management
    Surprises come in many shapes and sizes, some good and some bad, but should risk mapped funds surprise clients? With greater volatility in the market and with FCA guidance on what considerations should be taken when investing a client based on their risk profiles, we look at how multi asset risk mapped funds have performed, what to look for when researching and how to fit this in within your investment process.

    Learning objectives:

    Understand investing for growth, how does it match the risk profile
    Consider the key differences when investing in the fund manager vs investing in the process
    Outline the FCAs guidance to assessing suitability
  • Defaqto CPD - Investing for Income by Fidelity Recorded: Nov 3 2020 52 mins
    Elia Soutou Multi Asset Investment Director Fidelity International
    Learning objectives

    The macroeconomic environment and what it means for income investors
    A multi asset approach for income – key investment approach principles for a consistent outcome
    Investing for income in the current uncertain environment
  • Defaqto CPD - The benefits of global investing by GAM Recorded: Nov 2 2020 45 mins
    Charles Hepworth, Director - Investment GAM Fund Management Limited
    Charles Hepworth outlines the benefits of building multi-asset portfolios using global assets and investment vehicles, whilst demonstrating how global investment portfolios may differ to other multi-asset investments available to UK retail investors. Charles also presents an updated view of investment conditions given the current macro-economic environment.

    Learning objectives:

    An understanding of the benefits of building multi-asset portfolios using global assets and investment vehicles
    A demonstration of how global investment portfolios may differ to other multi-asset investments available to UK retail investors
    An updated view of investment conditions given the current macro-economic environment
  • Creating and managing an investment proposition – Part 1 Recorded: Aug 27 2020 38 mins
    Paul Tinkler, Insight Development Manager at Defaqto
    In this webinar, we will explain:
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    2.How attitude to risk questionnaires can be used
    3.The importance of assessing capacity of loss
    4.How expected values, annual returns and drawdown can be expressed
    5.The attitude to risk agreement
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    Quilter Cheviot welcomes AKG, ARC and Defaqto
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

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    Quilter Cheviot welcomes AKG, ARC & Defaqto
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

    Wondering where to begin?

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    James Lynch, Fund Manager at Downing LLP, Kevin Addison, Head of Sales & Distribution at Downing LLP, Paul Tinkler, Defaqto
    This is the fourth webinar from our series replacing Defaqto April Roadshows focusing on income.

    In this webinar, James will:
    - The challenges facing the UK Equity Income Sector, and the risks associated with sector holding concentration.
    - Discuss a range of potential outcomes for Equity Income Investors over the next 12 months.

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    Steve Hunter, Head of Business Development, Seneca Investment Managers, Paul Tinkler, Insight Development Manager, Defaqto
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    In this webinar, Steve will present the current income landscape. You will:
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    - gain strong insight into where value exists in both UK and global equity markets (and just as importantly where it doesn’t!)
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    - examine why size matters for value investing but not in the way you might think

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    Nick Webb Head of UK Retail, and Stephen Friel Investment Specialist, UBS AM, Paul Tinkler, Defaqto
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  • Defaqto CPD - The inescapable truths of income, retirement and life by Schroders Recorded: May 26 2020 36 mins
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    Schroders presentation shall address the income challenges of the next 10 years, and reflect on what is important for advisory businesses. We shall also explore an income fund solution that can help you to look great in front of clients, to remain profitable and to stay compliant.

    Overall, you will be able to claim 2 hours of CPD from the comfort of your home office. The duration of each webinar will be no longer than 45 minutes and will account for 30 minutes of CPD. For more information, contact Defaqto at marketing@defaqto.com
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    In this webinar, we will cover:
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    • how this is enabled in Engage Core
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    • Liquidity – what can you do, as an adviser?
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  • Title: Defaqto Income and Drawdown virtual events. Part 4 - UBS presentation
  • Live at: Nov 9 2021 10:00 am
  • Presented by: Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management
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