Over the last decade, a potent mix of market, regulatory and demographic developments has served to entrench multi-asset portfolios as a truly mainstream investment consideration for financial advisers and their clients. Whether investors are looking to address the need for, say, a consistent income stream, reassurance in times of economic uncertainty or a way to navigate a post-pension freedom retirement, multi-asset could help.
This live Professional Adviser webinar, in association with Columbia Threadneedle Investments, will consider the arguments for clients taking a multi-asset route to investing and, furthermore, look at whether there are additional reasons advisers might adopt such an approach – particularly with a view to meeting the current demand for income-generating investments.
The panel of investment experts will also address how multi-asset can help manage volatility and other risks, what constitutes real diversification in today’s uncertain markets and what they see as the key investment challenges and opportunities globally over the year ahead. Viewers will also be able to pose their own questions as the webinar progresses.
Presenters
Toby Nangle
Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA, Columbia Threadneedle Investments
View presenter infoToby Nangle joined the company in 2012 and is currently Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA. In this role he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process. Before joining the company, Toby worked at Baring Asset Management, initially in the fixed income team and subsequently as Director of the Multi-Asset Group. He holds degrees in History and International Relations from the University of Cambridge.
Shane Balkham
Head of Portfolio Construction & Research, Beaufort Investment Management
View presenter infoShane has worked in the finance industry for 25 years and recently celebrated 12 years of working on our flagship range of portfolios. Shane's role involves monitoring risk through the in-house investment process and the assessment of both long term and short term decisions around asset allocation. Research is key and building relationships with Fund Group and Fund Managers is a critical element of the process.
Alex is a senior member of the investment research team and covers multi-asset funds, heading up risk targeted research. He is also responsible for funds across the Asian equity sector. Prior to joining Square Mile, Alex worked at Morningstar OBSR (previously OBSR) between 2005 to February 2014, predominantly working with IFA's building and servicing investment and product best advice panels. Prior to this he worked for Marsh/Mercer for 5 years as part of its Investment Research Team. Alex holds a BSc (Hons) in Biochemistry from the University of East London, the Level 4 Diploma in Financial Planning and the Investment Management Certificate.
Julian Marr is editor of Professional Adviser, Incisive Media’s news, opinion and analysis website for UK financial advisers. Prior to rejoining Incisive in March 2016, he was editorial director of financial adviser resources Adviser-Hub and Events-Hub as well as a regular contributor to a variety of financial magazines and co-author, with Cherry Reynard, of Investing in Emerging Markets – the BRIC economies and beyond, published by John Wiley & Sons. Before joining Adviser-Hub in 2008, he was editorial director of Incisive Media’s Investment Division, including Investment Week and Professional Pensions. His career as an investment journalist, writer and conference moderator now spans two decades, including five as editor and then publisher of personal finance magazine Bloomberg Money. He used to be a solicitor but that really was a very long time ago.
Registration