CPD Webinar Presentation Tuesday 21 July 2020. A presentation by Chris Taylor, Tempo Structured Products
Synopsis:
Particularly in light of prevailing events (including Covid-19), the presentation will start by thinking about the markets backdrop and outlook (including looking at what the bond market is signalling regarding inflation, interest rates, economic growth and future returns expectations) and portfolio construction considerations for a more challenging (and potentially low) returns environment.
What can professional advisers expect in terms of ‘alpha’ by active fund management or ‘beta’ by passive fund management; and what are the merits and benefits of including ‘alpha by contract’ via structured products, in diversified and balanced portfolios.
Comprehensive data regarding UK retail structured product performance over the last decade is now available – and objective analysis of it evidences the virtues and value of structured products and the efficacy of including them in diversified and balanced portfolios.
Structured products offer significant and important USPs: they can be designed to generate positive returns without requiring markets to rise, with a defined level of protection if they should fall. In addition, structured products equate to ‘investing by contract’, offering ‘alpha by contract’, based on legally binding, contractual obligations (in contrast with other investment options).
Learning Objectives:
This presentation aims to:
- Establish whether there’s EVIDENCE that structured products work.
- Highlight the significant USPs of structured products.
- Introduce Tempo Structured Products:
About Tempo Structured Products
Tempo is a sister company to TIME Investments, both of which are part of Alpha Real Capital group.
Tempo aims to bring something different to the UK retail structured products sector, redefining structured products for professional advisers and their clients. Tempo’s focus is on ‘doing the right things and doing simple well’ (including best practice governance and compliance) and offering ‘deliberately defensive’ products. The presentation will highlight some of what Tempo does differently.
To Take Part and obtain a copy of the link contact Veronica Wilkinson at veronica.wilkinson@live.co.uk or 01904 656104
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CII Accredited
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1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
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