Leigh Court

Wednesday 26th September 2018

Leigh Court Business Centre, Pill Rd, Abbots Leigh, Bristol, BS8 3RA

09:15 – 09:45

Registration, Breakfast and Networking

09:45 – 09:55

Welcome and Introduction

Julian Marr, Editor, Professional Adviser

09:55 – 10:20

Keynote Address

Peter Toogood, Chief Investment Officer, The Adviser Centre

10:20 – 10:45

Prudential Portfolio Management Group (PPMG)

 

Fund: PruFund Growth

Andy Brown, Investment Director

 

Long-Term Multi Asset Investing - unlocking asset allocation opportunities.

Prudential will explain how a long-term investment strategy can ultimately deliver the required outcomes for your clients. Covering key elements such as:

•             Factors that affect long-term asset allocation decisions

•             Identifying and understanding long-term investment themes

•             Weighting a portfolio for how the world looks today or how it may look in the future 

•             Implementing niche and long-term investment opportunities

•             Requirements to evaluate short-term opportunities

 

10:45 – 11:10

Aviva Investors

 

Fund: Multi-Asset Range of Funds

Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors

 

The mechanics of multi-asset investing

Aviva Investors will discuss how multi-asset funds are constructed and various decisions that are faced by fund managers in order to best achieve investor goals. During the presentation, he will give attendees an insight into what Aviva Investors does and what it believes makes for a good multi-asset solution.

 

11:10 – 11:35

Seneca Investment Managers

 

Fund: Diversified Income Fund and Diversified Growth Fund

Peter Elston, CIO, Seneca Investment Managers

 

Searching for Value Across the Multi-Asset Spectrum

In this presentation Peter Elston, CIO of Seneca Investment Managers, will:

·        Explain how Seneca addresses the investment challenges we all face both in relation to the current cycle and beyond

·        Share Seneca’s asset allocation framework and the benefits of a structured approach

·        Argue the advantages of a simple but value-oriented multi-asset investment process

·        We call our unique investment style Multi-Asset Value Investing. This sessions seeks to give further insight for advisers.

 

11:35 – 11:45

Q&A with Aviva Investors, Prudential Portfolio Management Group (PPMG) and Seneca Investment Managers

Chaired by Julian Marr

11:45 – 12:05

Coffee and Networking Break

12:05 – 12:30

J O Hambro Capital Management

 

Fund: Global Income Builder Fund

Robert Hordon, Senior Fund Manager

 

A Bottom-up, Value Approach to Multi-Asset Investing

The managers of the recently launched JOHCM Global Income Builder Fund will discuss how investors can benefit from a bottom-up, value-oriented approach to multi-asset investing.  With emphasis on downside protection and sustainable income generation, the strategy seeks to maintain a diversified portfolio of equity and debt securities that are attractive from both a valuation and business persistence perspective.  Driven by individual investment opportunities, asset allocation is benchmark-unaware and broadly flexible across asset class, market capitalization and geography.  The managers view the fund as a “Total Return” solution that balances current income with the preservation and long-term growth of capital.

 

12:30 – 12:55

Morgan Stanley Investment Management

 

Fund: Global Balanced Income Fund

Christian Goldsmith, Executive Director, Morgan Stanley Investment Management

 

Managing Income-Generating, Risk-Controlled Multi-Asset Portfolios

·                  The benefits of running global multi-asset portfolios to a risk-targeting process

·                  How risk-targeting managers can blend fundamental and quantitative inputs to achieve their objectives

·                  How to overlay a strategy of selling put options on major equity indices, to enhance income, whilst maintaining a consistent risk/return profile

 

12:55 – 13:20

Pictet Asset Management

 

Fund: Pictet Multi-Asset Portfolio

Shaniel Ramjee, Senior Investment Manager Multi-Asset

 

Delivering real returns in a volatile world

·        What does the relationship between bonds and equities mean for your portfolio?

·        To generate real returns, how much risk should you take.

·        Is over-diversification a drag on performance?

·        Is your asset allocation flexible enough?

 

13:20 – 13:30

Q&A with J O Hambro Capital Management, Pictet Asset Management and Morgan Stanley Investment Management

Chaired by Julian Marr

13:30 – 14:30

Lunch and Networking