PFS Workshop: Volatility Controlled Investing by Malcolm Jones

This workshop is a thought provoking session that through attending you will better understand:

• A different approach to risk management is required during decumulation than accumulation.
• It is possible to get a different outcome than expected:
• lowest returning fund can give highest wealth
• best performing fund can give lowest wealth.
• Managing the sequence of returns, especially in the early years of retirement, is the key challenge.
• Focus should be on providing a solution that avoids short-term losses and exhibits low volatility characteristics, whilst generating sufficient wealth.

Cost: Free to PFS members.

Parking: FOC at Victoria Way car park (sat nav GU21 8EW). Please park on the fourth level and use the pedestrian bridge to HG Wells reception where your ticket will be endorsed.

Speaker Biography:
Malcolm is Multi Asset Investment Director at Standard Life Investments and a senior member of the Global Investment Specialist Team specialising in absolute return and multi-asset investing. He has a First Class Honours degree in BSc Actuarial Mathematics and Statistics from Heriot-Watt University and is also a Fellow of the Faculty of Actuaries. He spent 15 years as a fund manager working on both equity and fixed income strategies. As a senior fund manager he was also a key member of asset allocation groups overseeing the management of multi-asset mandates. He used his actuarial experience to help a major UK life company implement a more capital efficient approach to its management of a significant part of its non-linked assets.

To book your place contact Gerry Baker at gbaker@omniumwealth.com

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