Why you should simplify your CIP: reducing risks and growing your business

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Presented by

Simon Evan-Cook, Fund Manager

About this talk

In today's ever-evolving financial landscape, simplicity is key. Join our upcoming webinar to gain invaluable insights into streamlining your Central Investment Propositions (CIPs) to safeguard your clients and enhance your practice. What you will learn: - The power of simplification: Understand why unnecessary complexity can be detrimental to both your clients and your business. Learn how simplifying your approach can lead to better outcomes. - Strategies to safeguard clients: Identify and eradicate investment activities and products that could compromise your clients' financial well-being. Discover best practices to ensure your clients' outcomes are protected. - Crafting an effective Central Investment Proposition: Explore the essential components of a successful CIP that fulfills your Consumer Duty obligations. Learn how a well-designed CIP can strengthen your client relationships and boost your business. Capital at risk. Returns not guaranteed. For professional investors only.

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Downing is a responsible investment manager founded in London in 1986. Our vision is to be a leader in our chosen markets, so that we can deliver attractive returns for investors by investing in assets and businesses that contribute to a better future. Throughout our history, we have helped shape the investment landscape by designing innovative products that make investment more rewarding. Rewarding by being profitable for our investors, rewarding by helping businesses grow, and, through their success, ultimately being rewarding for society. Our private market expertise centres around sectors that we believe truly matter: from caring for the elderly to improving healthcare and from building homes to producing clean energy. In the world of listed equities, our boutique investment approach sets us apart and reflects our dedication to offering differentiated avenues for growth. Our pioneering spirit drives us to seek out opportunities that others might overlook. We also understand that responsible investments aren't just good for the bottom line – they are vital for creating a better tomorrow. Join us in building a future that's both financially rewarding and socially responsible.