Defaqto CPD - Income investing in 2021 by UBS Asset Management

Presented by

Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management

About this talk

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

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (42)
Subscribers (2586)
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.