CPD: Risk-weighted diversification

In this session we look at building an understanding of the macro factor of Inflation. A re-run of our 3 March 2021 webinar, given the increased focus on inflation.

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

We explore how to combine liquid real asset classes with interest-rate sensitive assets to 1. increase diversification; 2. protect against inflation; & 3. constrain risk.

In this webinar we reappraise the validity of the 60/40 equity/bond portfolio as a "balanced" strategy.

We review 1q21 performance and update our investment outlook

An interview with Dan Richards, Client Director at PTL, which is the leading provider of Governance Advisory Arrangements for providers offering mandatory Retirement Pathways. We discuss what these Governance arrangements look like and what advisers should consider when creating their own Retirement Proposition.

The objective of this CPD module is to understand the impact of a Negative Interest Rate Policy and examine alternatives to Cash for capital protection.

In this session we discuss with our guest speaker the outlook for inflation in face of growth contraction and massive monetary and fiscal stimulus

In this CPD session, we explore the concept of Retirement Pathways to reflect on changes in both the advised and non-advised decumulation rules.

In this CPD session, we explore the relative pros and cons of the 2 main formats for delivering a CIP: the multi-asset fund and the multi-asset model portfolio