How do you demonstrate value in your investment strategy when times are uncertain? Ryan Medlock, Senior Investment Development Manager, Royal London, will be tackling this issue at our latest Investment Committee in-person seminar, in London on 26 April.
The Seminar takes place at ETC Venues, Fenchurch Street, London, on 26 April 2023.
Accompanying Ryan we have a fantastic range of speakers and topics which will help keep paraplanners up-to-date on the economy and markets, as well as deeper dives into areas like ESG, portfolio diversification, and the effect of Consumer Duty on investment advice.
This agenda has something for everyone:
Royal London
Ryan Medlock, Senior Investment Development Manager
Topic: Demonstrating value in uncertain times
This session will look at the practical implications of demonstrating value to clients against a backdrop of the cost of living crisis, volatile markets and shifting client preferences. Ryan will also examine the tangible link between the Consumer Duty and the FCA’s sustainable finance agenda and explore what this means for the financial advice community.
Rita Wyshelesky
Senior Responsible Investment Analyst
EdenTree Investment Management
Topic: ESG investing: Separating the green from the greenwash.
This session will go over the basics of ESG investing, what to look out for when analysing a company, as well as the impact SFDR and SDR could have on investors. The seminar will also cover how ESG investing can be done well and will include engagement and company screening examples.
Philip Scott
Client Service Manager, Baillie Gifford
Topic: Reasons for long-term optimism
The past three years have been challenging and uncomfortable. We know to expect ups and downs in financial markets but it has been a particularly turbulent period. Understandably, many are now questioning whether there are reasons for optimism ahead. Join Baillie Gifford Managed Fund Investment Specialist, Philip Scott, as he explains how we should think about the challenges that lie ahead, the difficulties that face all investors and, importantly, why there are reasons for long-term optimism.
Bill Dinning
Chief Investment Office
Waverton Investment Management
Topic: Respecting history, but always thinking ahead
For those of us who have been in financial markets since the 1980’s, we have learnt from sometimes bitter experience that there are two rules that you should never break. The first is “Don’t fight the Fed”. The second is “Never bet against the US consumer”. We suspect only one of those rules will be left standing in 2023. This presentation will examine which other investment clichés and adages often referred to by clients have stood the test of time, and which are best consigned to history.
Amy Henderson
Strategic Account Manager, TIME Investments
Topic: The role of alternative assets in diversifying portfolios
2022 was certainly challenging, with the tentative pandemic recovery derailed by geopolitical events, record breaking levels of inflation and a cost of living crisis. Because of this, investor preferences are changing, with concerns such as the search for income and how investments can have a positive impact on the world. But how do clients meet their objectives in the current climate? Alternative asset classes can provide stability through diversification, helping to achieve the attractive and dependable returns investors are seeking.
