Name: CPD: Index Fund Due Diligence.
Start: 2021-08-04T09:30:00Z
End: 2021-08-04T10:38:42.000Z
Location: BrightTALK
Rating: 3

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

An important overview of understanding and managing currency risk in equities, alternatives and bonds within multi-asset portfolios.

Managing Currency Risk in Model Portfolios

It's no secret that reinvested dividends are a key driver of total returns.  But focusing on dividend persistency is key to ensuring a quality equity income yield.

Equity Income: the power of persistency

We take stock of 1q23 performance and trends.  Our updated outlook focuses on  "holding firm": for Central Banks on monetary policy, for investors on investment policy.  Henry Cobbe in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

1q23 Review & Updated Outlook: "Holding firm"

We look at the upcoming rules, checklist for action plans, and how best to evidence compliance.

Consumer Duty: Evidencing Compliance

An introduction to Sector-based investing as an alternative approach to world equity implementation.

Introduction to Sector-Based Investing

A review of income diversification by asset-class, and different ways of harnessing yield across and within each asset class, with a keen focus on sizing risk.

Investing for Yield

We explore the drivers of the inflation and how to adapt portfolios to incorporate inflation hedging strategies

CPD: Adapting portfolios for inflation

Inflation is getting past the peak.  But not past the problem.  We review the UK inflation environment going into 2023 and inflation-hedging strategies.

Managing inflation risk: 2023 update

Please join us for our 2023 Outlook with Henry Cobbe CFA (Head of Research, Elston), Hoshang Daroga CFA (Investment Director, Elston) and Natasha Sarkaria CAIA (Investment Strategist, BlackRock)

2023 Outlook: Looking for the Light

We review 3q22 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

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

Henry Cobbe interviews Jason Humphrey on index fund due diligence.

CPD: Index Fund Due Diligence.

Investment Strategy

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CPD: Index Fund Due Diligence.

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