Building a Multi-Asset Portfolio out of Investment Trusts

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Best Advice: Closed-end Fund Forum

About this talk

Multi-asset portfolios are the latest buzz-word in investment. They promise lower volatility with a smoother return profile than standard equity funds. Investment trusts offer all the tools to build a multi-asset portfolio, but often at lower cost and with less complexity. This session will explore how investors might go about building or enhancing a multi-asset portfolio with investment trusts. What types of assets are available? How can investors judge correlation? Where can they find true diversity? How can investors blend open-ended and closed-ended to ensure diversification? Moderator David Harris of InvaTrust will lead the discussion alongside panelists: •Olivia Mayell, J.P. Morgan Asset Management •Nick Greenwood, MitonOptimal Multi Asset Management

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