Roundtable

Multi asset

Looking for a smoother investment ride Given the strong equity markets of recent years have multi-asset strategies delivered and are investors satisfied with the outcome? What are current market views and what role can multi-asset funds play within DB schemes? Is targeting volatility important and is the traditional strategic and tactical asset allocation framework still […]

May 2014

Looking for a smoother investment ride

  • Given the strong equity markets of recent years have multi-asset strategies delivered and are investors satisfied with the outcome?
  • What are current market views and what role can multi-asset funds play within DB schemes? Is targeting volatility important and is the traditional strategic and tactical asset allocation framework still relevant for multi asset?
  • How do multi-asset strategies fit into a DC default offering?
  • Are some multi-asset funds too equities-biased and if so what is an appropriate strategic exposure to equities? What part do alternatives have to play in a multi-asset portfolio?
  • What should investors be paying for multi-asset strategies and what does their cost depend on?
These and many further questions discussed by (from left to right):

Chris Panteli

editor, portfolio institutional

 

Ciaran Mulligan

head of global manager research, Buck Global Investment Advisors

 

Tom Joy

head of investment, Church Commissioners for England

 

Georgina Taylor

product director, multi asset Invesco Perpetual

 

Pete Drewienkiewicz

head of manager research, Redington

 

Toby Hayes

fund manager, Franklin Templeton


Bill McQuaker

co-head of multi-asset, Henderson Global Investors

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