This session will include the FSA/FCA requirements on risk - risk capacity, risk attitude and risks a client may need to take, diversification and correlation using closed-ended funds and options for investors in different times of life, such as the accumulation of wealth prior to retirement.
The regulator requires you to demonstrate an ability to apply the investment advice process. This session covers asset allocation:
• Alignment with client risk profile and requirements
• Diversification and correlation benefits
• Accumulation and decumulation
RecordedMay 2 201360 mins
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Omar Negyal, manager of JPMorgan Global Emerging Markets Income Trust talks to the AIC about his income strategy for emerging markets, where he’s finding investment opportunities, why investors should consider emerging markets and his outlook for the sector.
Graeme Gunn, Partner at SL Capital Partners, managers of Standard Life European Private Equity Trust (SLEPET) explains the fund of fund structure, where they are finding opportunities and why investors should consider private equity.