Name: CPD: Assessing Suitability for Drawdown
Start: 2022-10-05T09:30:00Z
End: 2022-10-05T09:30:27.000Z
Location: BrightTALK
Rating: 4

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

Our 2q24 Outlook "Path to recovery": takes stock of the markets as asset prices recover. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

2q24 Outlook: Path to recovery

In this workshop, we discuss the findings of the FCA Thematic Review of Retirement Income Advice and the potential impact on advisers' CRPs. (Timing may change based on findings publication date)

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

CPD: Bond Portfolio Management

In this webinar we explore the diversifying properties of alternatives, both from an asset-based and risk-based perspective.  We contrast Alternative Assets and Alternative Strategies, and how best to evaluate diversification effect.

CPD: Diversifying Alternatives

With security- and country-level concentration risk on the radar, this webinar explore how investors can differentiate global equity exposure from a purely market-capitalisation weighted approach.

CPD: Differentiated Global Equity

In our 2024 Outlook, we explore the key macroeconomic and market-related themes for the coming 12 months.  Hoshang Daroga (Elston Consulting) with Natasha Sarkaria (BlackRock).

1q24 Outlook: Turning a Corner

CPD: Elston/Fidelity - Understanding Money Market Funds

An outlook for income investors in current market conditions.  Of particular relevance to Trustees of private trusts and charities.

CPD: Outlook for Income Strategies

Objective
The objective of this CPD module is to provide an introduction to the theory and practice underpinning adaptive portfolio management.
Learning Outcomes
By completing, this CPD module, you should be able to:
Outline the rationale for an adaptive approach to overall asset allocation
Summarise potential adaptive approaches within the Equity allocation
Summarise potential adaptive approaches within the Bond & Alternative allocations

CPD Adaptive Portfolio Management

Join Hoshang Daroga CFA (Elston Consulting) and Natasha Sarkaria CAIA (BlackRock) to discuss the outlook for the economy and markets going into 4q23.

4q23 Outlook: Fearing the Pain

Understanding Money Market Funds

Our updated 3q23 Outlook "Feeling the Pressure": looks at the pressure on economies and consumers from stickier inflation and high interest rates, and the pressure on investors looking to safeguard returns.  Henry Cobbe in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

3q23 Outlook: Feeling the Pressure

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

Consumer Duty: Evidencing Compliance

In this webinar, we are honoured to be joined by Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice".  Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?"

"Flex First, Fix Later": exploring the future of retirement income

We take stock of 1q23 performance and trends.  Our updated 2q23 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)

2q23 Outlook: "Holding firm"

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

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

Elston

Wealth Management

Multi Asset

Financial advisor

Financial Planning

Pensions

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: Assessing Suitability for Drawdown

Presented by

About this talk

More from this channel