Building multi-asset portfolios: a look under the bonnet

Asset classes are the ingredients of a portfolio. Factors are the nutrients. Factor investing means looking at the underlying, persistent drivers of returns. This CPD session will explore equity investing through the lense of style-based Factors, such as Momentum, Value, Size, Quality & Min Volatility.

Who are the leading consolidators, what is a typical M&A approach, what do buyers look for and how to win deals? In conversation with Louise Jeffreys, Managing Director of Gunner & Co.

The objective of this module is understand how to define, evaluate and mitigate dividend concentration risk within a portfolio.

Understand the principles of risk-weighted diversification as an alternative to the traditional asset-weighted approach

Henry Cobbe, Head of Research at Elston Consulting, interviews David Macfarlane, Director, Discretionary Wealth Management at HSBC, discussing the principles underpinning multi-asset portfolio design with regards to strategic asset allocation, tactical asset allocation and portfolio construction policies.

The objective of this CPD module is to provide an introduction to the theory and practice of incorporating Real Assets into a multi-asset portfolio

The objective of this CPD module is to explore ways of diversifying income risk. By completing, this CPD module, you should be able to:
A. Explain the definitions of income risk
B. Consider the options for mitigating income risk using bonds
C. Consider the options for mitigating income risk using equities

The objective of this CPD module is to understand the evolving integration of ESG into model portfolios.
Learning Outcomes
By completing, this CPD module, you should be able to:
Understand client and regulatory drivers towards ESG investing
Summarise the key requirements and likely obligations under evolving regulation
Outline how ESG ratings impact a portfolio and summarise implementation options
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

The objective of this CPD module is to understand the principles of Retirement Investing.
Learning Outcomes
By completing, this CPD module, you should be able to:
A. Explain the theory underpinning lifecycle investing
B. Contrast and compare the different investment approaches for accumulation and decumulation
C. Summarise the different types of income strategies for retirement investing
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

!Owing to technical audio glitch, start watching at 9m30s!
The objective of this CPD module is to understand how to evaluate index-tracking ETFs.
(1.5 hours Structured CPD, CISI Endorsed)
Learning Outcomes
By completing, this CPD module, you should be able to:
1. Contrast and evaluate the different methodological approaches to index construction
2. Understand how to evaluate ETFs performance relative to their respective indices
3. Summarise key due diligence considerations when selecting an ETF
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

A recent HMRC ruling as raised the question of whether Model Portfolio Services provided by discretionary managers are VAT-able or not. This webinar invites legal experts from Eversheds to explore the VAT treatment of intermediated products and services, including MPS.