The way to Tipperary: managing low risk portfolios
This presentation considers how Multi-Asset Investors can make best use of risk assets at the moment to provide outperformance in low-risk portfolios. It includes an overview of the key threats / opportunities in the current environment.
Please note change of topic for this event. This was previously advertised as Behavioural Finance, but LGIM have presented on this in the region recently so we decided to change it.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives will be to:
• Understand what the pressures are in the economy
• Understand behaviours of the late cycle
• Understand the keys to building a robust low risk portfolio
Please reserve your place at this event early by registering here.
About the speaker:
Justin is a fund manager within the Multi-Asset Fund team, leading on the management of the team's retail and risk-profiled multi-asset funds.
Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds, as well as manager of manager offerings. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA Charterholder and holds a degree in economics from the University of Warwick and the Investment Management Certificate.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.