CPD: Rethinking the 60/40 portfolio

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

A round up of 2020 performance by asset class, factor and strategy and outlook for the year ahead. For financial advisers and wealth managers.

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