The Park Royal Hotel

Stretton Road
Stretton
Warrington
WA4 4NS

www.qhotels.co.uk/our-locations/the-park-royal/

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 First State Investments

 

11:00 - 11:25 Sponsor 3

 

11:25 - 11:40 Q&A with First State Investments, chaired by Julian Marr

 

11:40 - 11:55 Coffee & networking

 

11:55 - 12:20 Sponsor 4

 

12:20 - 12:45 Sponsor 5

 

12:45 - 13:10 Fidelity International

 

13:10 - 13:30 Q&A with Sponsors 4 & 5, Fidelity International, chaired by Julian Marr

 

13:30 - 14:30 Networking buffet lunch

Venue