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 established in London in 1986. We manage £2 billion of assets under a range of investment mandates across our funds, investment trusts and other products. Our key private market investment areas include renewable energy, infrastructure, and residential and operating real estate sectors. In public markets, we have a boutique of specialist fund managers that provide a distinctive suite of investment mandates.