Name: CPD Adaptive Portfolio Management
Start: 2023-11-08T10:30:00Z
End: 2023-11-08T10:30:30.000Z
Location: BrightTALK
Rating: 5

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

Understanding Factor Investing with Andrew Ang

The UK's largest dividend payers: a systematic approach to UK Equity Income

Blending Smoothed and Multi Asset Funds to manage volatility and sequencing risk

Our updated quarterly outlook focusing on key themes for markets and the economy with Henry Cobbe (Head of Research), Hoshang Daroga (Investment Director), and Mike Bell (Interim Macro Market Strategist) from Elston and Natasha Sarkaria  (Investment Strategist, BlackRock)

4q25 Outlook: Towards resolution

Elston 2025 Investment Roadshow - ESG in Focus

Elston 2025 Investment Roadshow - UK Economic Outlook

Elston 2025 Investment Roadshow - Global Market Outlook

Elston 2025 Investment Roadshow - The Trump White House

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

Global Security Outlook

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

Elston

Financial Planning

Investment Management

Investment Strategy

Portfolio Management

Multi Asset

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 Adaptive Portfolio Management

Presented by

About this talk

Elston Insights