Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane,
Meriden,
Birmingham
CV7 7HR

https://www.marriott.co.uk/hotels/travel/cvtgs-forest-of-arden-marriott-hotel-and-country-club/

Programme

09:30 - 10:00 Registration and coffee

 

10:00 - 10:10 Welcome and introduction - Julian Marr, Editor, Professional Adviser

 

10:10 - 10:35 Keynote address - Defaqto

Paul Tinkler Insight Consultant (Funds and DFM) and Patrick Norwood, Insight Analyst (Funds)

Multi-asset funds: Choice, complexity and client outcomes
With some 500 UK-authorised funds available, comprising nearly 2,000 share classes, the multi-asset landscape offers plenty of choice but, as a result, also brings with it a significant amount of complexity. So how might advisers navigate their way through this? What are the principal factors they should consider to ensure clients obtain the investment outcomes they need and want? In this presentation, Defaqto's Paul Tinkler and Patrick Norwood will discuss how advisers can set about putting the multi-landscape into a more manageable context with a view to identifying the most appropriate solutions for their clients. They will also highlight key questions advisers ought to be putting - not just to fund providers but also to themselves - when assessing the suitability of multi-asset for both their clients and their business.


10:35 - 11:00 Sponsor 3


11:00 - 11:25 Sponsor 4

11:25 - 11:40 Q&A with Sponsors 3 & 4, chaired by Julian Marr

11:40 - 11:55 Coffee & networking

11:55 - 12:20 Sponsor 5

12:20 - 12:45 Fidelity International

12:45 - 13:10 First State Investments

13:10 - 13:30 Q&A with Sponsor 5, Fidelity International and First State Investments, chaired by Julian Marr

13:30 - 14:30 Networking buffet lunch

 

Venue