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Investment Committee Webinar: Volatility – what it means to you and your clients

21 October 2020

Volatility – what it means to you and your clients

The BMO Multi-Manager team continue their popular series of Investment Committee Webinars with a look at volatility.

In this webinar, BMO team member Paul Green examines what volatility means to the various participants in the financial planning process: clients, advisers/paraplanners, and fund managers.

The session examines how the industry measures volatility, its affect on markets, regulation, risk factors, client capacity for loss and attitude to risk, and asset allocation which takes into account volatility.

Join us on 21 October 2020 at 10.30am to learn more.

REGISTER FOR THE WEBINAR HERE

 

LEARNING OUTCOMES

• How the interpretation of volatility differs across various participants

• Volatility of financial assets and ways of measuring it

• Market volatility within client risk profiling and capacity for loss discussions

• How to position volatility to your clients and how we can help make the conversation easier

 

Presenter: Paul Green – Investment Manager

Paul is a member of the 10-strong BMO Multi-Manager team. He joined the group via the acquisition of Thames River Capital, which he had joined in April 2007 from Credit Suisse Asset Management, where he also worked with Gary, Rob and other members of the team. Prior to focusing on investment management, Paul gained experience in portfolio implementation, portfolio pricing and client administration at Rothschild Asset Management. Paul, together with Scott Spencer, leads the daily performance analysis of funds in addition to his broader fund selection role. His current specific research responsibilities include leading the UK Income, Property and Absolute Return sectors as well as being a member of the Japan and UK Growth sector teams. Paul is a member of the BMO AM Multi-Manager LLP and he holds the Investment Administration Qualification (IAQ), the Investment Management Certificate (IMC), the CISI Level 6 Certificate in Private Client Investment Advice & Management and the CISI Diploma.

 

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