Name: CPD: Rethinking the 60/40 portfolio
Start: 2021-05-12T09:30:00Z
End: 2021-05-12T10:05:26.000Z
Location: BrightTALK

The webinar and video channel for content and events hosted by Elston.  For UK wealth managers and financial advisers.

A deep dive on index fund due diligence, in dialogue with Jason Humphrey, Equity Investment Specialist Team at Fidelity International

CPD: Index Fund Due Diligence

An indepth discussion on ETF Due Diligence with Amir Amini and Cara Milton-Edwards of BlackRock

CPD: ETF Due Diligence

!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

CPD: Investing with ETFs

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

CPD: Risk-weighted diversification

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.

CPD: Introduction to factor-based investing

A closer look at equal-weight index strategies with Tim Edwards, Ph.D. of S&P Dow Jones Indices

CPD: The curious power of Equal Weight

We contrast active allocation across asset classes to active security selection within asset classes.

CPD: Is active management a zero-sum game?

A look at the quality of dividend income persistency and ESG considerations with Ari Rajendra of S&P Dow Jones Indices

CPD: Focus on dividend quality

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

CPD: Dividend concentration risk

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

CPD: Diversifying income risk

In this CPD webinar we explore the options for yield-hungry investors.

CPD: The Quest for Yield

Private Markets have a role to play in a diversified portfolio.  Accessing the exposure is a challenge for non-institutional investors.  We explore this topic and evaluate different paths to obtain exposure.

CPD: Introduction to Private Markets

In this CPD webinar, we explore the age-old asset of Gold, as well as other precious metals.  We look at the contrasting views about its value, its diversification properties and the choice around owning the asset or its miners.  We are joined by John Reade & and Claire Lincoln of the World Gold Council.

CPD: Gold & Precious Metals: the age-old diversifiers

In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates.

CPD: Assessing Suitability for Drawdown

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.

CPD: Building retirement pathways: a governance perspective

In this virtual conference we invite external speakers to focus on key issues facing advisers their businesses and their clients' portfolios.

Provisional Agenda:
Welcome & Introduction (Marina Gardiner, Elston)
Industry trends: advisers' place in the value chain (business strategist and M&A specialist, TBC)
Compliance update: focus on consumer duty (John Long, threesixty)
Investment proposition: it's time to rethink model portfolios (Henry Cobbe, Elston)
Fund selection: key issues when selecting single-asset, multi-asset, diversifier and ESG funds (Jackie Qiao & Andrea Acimovic, Elston)
Portfolio analytics: a factor perspective (Ben Garland, MSCI)
Energy security: Remapping Europe’s gas supply (Nadia Kazakova, Renaissance Energy Advisors)
Inflation: Lessons from the 1970s (Professor Patrick Minford)
Enforcement: Rotten apples: how a few bad advisers ripped off many good football players (security, investigations and intelligence specialists)

CPD certificates will be available

UK Financial Adviser Conference 2022

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

CPD: Retirement Pathways

Interview with Nadia Kazakova (Renaissance Energy Advisors) on European energy security and the gas crisis in the context of the Russia/Ukraine war.  In discussion with Marina Gardiner, Research Editor, Elston Consulting.

Remapping Europe's energy supply

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

CPD: Rethinking the 60/40 portfolio

Investment Management

Investment Strategy

Portfolio Management

Wealth Management

Financial advisor

Financial Planning

Multi Asset

Asset Allocation

Elston

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UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

CPD: Rethinking the 60/40 portfolio

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