Name: CPD: Index Fund Due Diligence.
Start: 2021-08-04T09:30:00Z
End: 2021-08-04T09:31:08.000Z
Location: BrightTALK
Rating: 3

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

Does Trump actually have a plan?

Where next for Ukraine?

Beyond Safe Haven: Gold’s Strategic Role in Modern Portfolios

The objective of this CPD module is to understand the UK Sustainability Disclosure Requirements (SDR), its impact on financial advisers and portfolio management, and how to navigate the evolving regulatory landscape.

CPD: Understanding Sustainability Disclosure Requirements

Our updated outlook with Natasha Sarkaria (Blackrock), Henry Cobbe & Hoshang Daroga (Elston)

2q25 Outlook: America's Trade War

We take a step back at Trump's Trade War, look at lessons from 2018, contrast sector and factor performance.
This extract is the shortened public version of our webinar with our Adviser clients (as at Fri 4 Apr 2025)

Trump's trade war - market impact

A brief update on key take aways from the 2 April 2025 "Liberation Day" unveiling of Trump's tariff policy

Trump's Tariffs: what it means for markets

Tax-efficient investing: Why Direct Gilts are a smart alternative to Cash Deposits for high-earners

The "Flex First, Fix Later" Pension & Budget Comment

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2025 Outlook: America first

Discussing offshore bonds' tax efficiency and flexibility

Tax Planning with Offshore Bonds

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Investment solutions for the new tax regime

Our 4q24 Outlook "Striking a balance": reviews policy rate divergence, soft-landing scenarios and changes in the West Wing. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting)

4q24 Outlook: Striking a balance

In this webinar we discuss the key findings of the thematic review and what makes a good CRP looks like, which advisers now need to have in place.  We shall also provide a brief market update to conclude the webinar.  CISI endorsed CPD.  We shall follow up any questions raised after the call.  CPD certificates issued within one week of the call.

CPD for CII: FCA Thematic Review on Retirement Income and Market Update

With shrinking CGT allowances and the risk of rising CGT rates, we explore ways of navigating CGT risk in General Investment Account (GIA) portfolios

Navigating CGT in GIA Portfolios

Our 3q24 Outlook "World in transition": takes stock of the markets in the context of the AI revolution, de-globalisation and climate transition. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

3q24 Outlook: World in transition

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

Henry Cobbe interviews Jason Humphrey on index fund due diligence.

CPD: Index Fund Due Diligence.

Investment Strategy

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

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: Index Fund Due Diligence.

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