Defaqto Funds Roadshow: Using multi-asset solutions to achieve client goals - Barnsley

Time and date: 12 June 2014
Location: Tankersley Manor, Barnsley, S75 3DQ
Organiser: Defaqto
Website: Click here

Portfolio volatility has always been a major consideration for clients – and more so recently with the increasing number of risk-bound multi-asset funds.

These fund families provide an opportunity for advisers to outsource their investment management to professional fund managers. At the same time, they allow advisers to retain control of their client, their mandates, and the search for a suitable solution of their behalf.

The resulting focus on volatility has been an important step in defining and mitigating this risk for some or choosing to accept it for others.

This begs the question whether we really understand risk, how it applies to clients’ mandates and its impact on investment outcomes.

With this in mind, we would like to invite you to our roadshow in June.

These CPD accredited events, which will take place at five locations across the country, will focus on how these funds can help you meet a client’s attitude to risk and create a suitable investment mandate.

By attending, you will gain insight on the following key issues:

How volatility is used within modern portfolios
Understanding the language of risk
Other risks that can apply to investments
Diversifying risk with alternative assets

Please note that this roadshow series is exclusive to authorised investment advisers only (or officers of a regulated advice business)

CII CPD event accredited – Demonstrates the quality of an event and that it meets CII member CPD scheme requirements