Multi-asset investing: how best to diversify

There are various ways multi-asset portfolios can be managed. The spectrum ranges from a market timing approach to diversification of strategies and asset classes. Andrea will demonstrate that a diversification approach may be better suited to weathering uncertain and turbulent times, and she will illustrate how these approaches can be implemented to generate attractive returns in the long run.


Andrea Wehnerinvestment director, multi-asset investing,
Aberdeen Standard Investments

Andrea is a multi-asset investment specialist at Aberdeen Standard Investments. She operates as a ‘PM proxy’ externally and works closely with the fund management, product development, distribution and business teams. She also promotes the development of the multi-asset investment propositions.

 

 

Getting active with passive: Blackrock managed index portfolios

With increasing risks in changing markets and the potential for inflation to erode the real value of all investments, building robust multi-asset funds requires more than traditional asset allocation. Clients want consistent outcomes coupled with performance, but how can you support their ambitions effectively without having to keep a constant eye on their investments in increasingly choppy financial waters?


Andrew Keegan​​senior product strategist,
Blackrock

Andrew leads a team responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes within the client portfolio solutions EMEA platform team​. Prior to moving to Blackrock, he was a research analyst with Merrill Lynch's global chief investment office.

 
 

Challenges and opportunities in income markets

A combination of low starting yields and powerful monetary headwinds made 2018 a difficult year for income-generating assets. But while many of the challenging features of the market persist, some opportunities have appeared. Cathal will review the environment for income-oriented investment and where he now sees a more attractive balance of risk and return.


Cathal Dowling​​product director,
Invesco Asset Management 

Cathal is a member of the Invesco Perpetual Fixed Interest team in Henley, where he supports client relationships and the development of investment views. He began his investment career in 1998, and joined Invesco Perpetual in 2011.

 

The alpha is in the advice

With the continued industrialisation of the asset management industry, and when much of the alpha for clients is in the advice, how can asset managers differentiate themselves and add true value? Maybe it is more about insourcing, not outsourcing.


Matthew Lamb​​​chief executive officer,
Pacific Asset Management

Matthew joined Pacific as CEO in 2016. Soon after taking on this role he launched a range of risk-rated blended multi-asset funds that have allowed the firm to bring institutional processes to retail clients. Prior to Pacific, Matthew was at Deutsche AM, and before that he was at GAM.

 
 

Three key concerns in multi-asset investing

Nick will discuss three key issues when building a multi-asset solution for clients. Firstly, he will talk about the changing nature of correlations and the impact this has on portfolios. Secondly, he will discuss the perils of building portfolios using asset class labels as opposed to understanding the roles each instrument should have in the portfolio. Lastly, he will tackle the big fixed income question and how investors must think of fixed income differently to the way they have done historically.


Nick Samouilhan​​multi-asset strategist,
T. Rowe Price

Nick engages with clients in consultative discussions to identify how T. Rowe Price can best meet their investment needs and objectives through a research-led application of the firm's investment capabilities. Prior to joining in 2017, he was a senior portfolio manager at Aviva Investor.

 

How themes play an increasing role in multi-asset investing 

Open architecture multi-asset funds are a great solution for investors. At UBP,  the focus is on appropriately blending the best managers in order to meet the different targets of its investors. Is this approach still valid and efficient in 2019? We are in a world where active management is under significant pressure and where calling styles or size can prove insufficient to beat benchmark and peers. Thematic investing is on the rise. Cédric will look at how and if multi-asset investing can benefit from this thematic trend.


Cédric Le Berresenior fund analyst/investment specialist,
Union Bancaire Privée

Cédric joined UBP in 2013. He is responsible for representing the firm's managers inside and outside the firm, covering mainly emerging markets and Japanese equity. Previously, he was a fund selector and portfolio manager at Lloyds International Private Banking.

 

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March
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