Join BMO Global Asset Management, Fidelity International, Jupiter Asset Management and Liontrust for the Multi-Manager Forum in autumn 2021.
Split across 11 venues throughout the UK, the forum gives you the chance to hear thought-provoking presentations with an educational emphasis, covering the increased relevance of a multi-manager strategy within a volatile investment environment.
These events will count towards two hours of endorsed CPD.
Managers are increasingly keen to promote their ESG credentials. But in an ‘us too’ marketplace how often do claims match reality? Are your clients at risk from overstated ESG claims? We’ll explain how we work to avoid greenwash by diving deep into how managers integrate ESG considerations in their investment processes and explore why a robust and clear approach matters.
Portfolio Manager, Fidelity International
Passive funds and ETFs are now embedded in the investment landscape and have experienced exponential growth - but delivering value for money isn’t always as simple as picking the cheapest in the market. There’s much more to selecting a good passive manager when you’re trying to achieve an attractive risk-reward outcome for clients. We’ll help you identify good passive managers to bring together in a global portfolio.
Fund Manager and ESG Director, Independent funds
The past few years have presented extraordinary challenges to investors and the need to be flexible remains fundamental. For seasoned investors though, the Covid-19 crisis is arguably but one major inflection point in a long series of significant changes in the global economy and markets. The Jupiter Merlin team will explore how a multi-manager approach has served investors well over the years and look at the opportunities such an approach can take advantage of.
Head of Multi-Asset at Liontrust
Deputy Head of Multi-Asset at Liontrust
No two children are the same. Children have differing speeds of maturity, types of behaviour, interests and aspirations, with the way in which they are nurtured and developed changing over time as they do. At the heart of this is suitability and personalising their development. And so it is with nurturing clients and their investment portfolios. In this presentation, we will explain what families can teach us about investment, the importance of choosing the most suitable risk profile, product structure and investment approach, and how Liontrust can help advisers with suitability.
Managing Director, Square Mile Research
Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to co-founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 30 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.
COO, Research and Consulting, Square Mile Research
Jock manages the research and consulting teams and is responsible for the development and delivery of strategy across both functions. In addition, he is responsible for overseeing the research and consulting processes and project management within the team. He is also engaged in the asset manager company ESG research. Jock is a member of the Executive Management Team and the Research and Consulting Management Team.
Registration for this event is closed