Creating and managing an investment proposition – Part 3

Presented by

Jim Thompson, CAIA – Investment Consultant at Defaqto

About this talk

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.

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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.