Name: Elston: 3Q21 Review & Outlook
Start: 2021-10-27T09:30:00Z
End: 2021-10-27T10:39:08.000Z
Location: BrightTALK
Rating: 0

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

We review 2q22 performance and update our investment outlook for 2022. With guest speaker Natasha Sarkaria, Investment Strategist, BlackRock and the Elston Research Team.

3q22 & Updated Outlook: The World Adrift

A look at how advisers can evaluate and manage currency risk in their model portfolios across equities, alternatives and bonds.

Managing currency risk in model portfolios

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 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

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

CPD: Retirement Investing

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

We review 1q22 performance and update our investment outlook for 2022. With guest speaker Natasha Sarkaria, Investment Strategist, BlackRock.

2q22 Review & Updated Outlook: A fork in the road

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

Jackie Qiao, Head of Fund Research at Elston interviews Ben Garland, CFA, Head of Factor Index Products EMEA at MSCI

A Deeper Look at Return Drivers

The rapid restart, supply chain disruption and scramble for gas is creating an inflationary Big Squeeze... whatever next and how to adapt.  We review 3q21 performance and update our investment outlook.  With guest speaker Karim Chedid, CAIA, Head of Investment Strategy for iShares EMEA, BlackRock.

Elston: 3Q21 Review & Outlook

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Elston: 3Q21 Review & Outlook

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