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.
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.
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 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.
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