Name: Consumer Duty: Evidencing Compliance
Start: 2023-06-07T09:30:00Z
End: 2023-06-07T09:30:48.000Z
Location: BrightTALK
Rating: 4.6

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

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

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

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

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

Consumer Duty: Evidencing Compliance

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Consumer Duty: Evidencing Compliance

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