Roundtable

Multi asset

Navigating the proliferation of approaches   Our experts debated the following issues: Have multi-asset solutions lived up to expectations? Is there enough of a track record to judge performance? How resilient are current multi-asset strategies to potential market shocks and macro events and how dynamic should they be to mitigate these risks? Are some multi-asset […]

November 2015

Navigating the proliferation of approaches

 Our experts debated the following issues:
  • Have multi-asset solutions lived up to expectations? Is there enough of a track record to judge performance?
  • How resilient are current multi-asset strategies to potential market shocks and macro events and how dynamic should they be to mitigate these risks?
  • Are some multi-asset strategies too equities-biased and is correlation between asset classes a risk? How can multi-asset strategies address this?
  • What is the best way to allocate to multi-asset funds: by asset class or by risk?
  • How do multi asset strategies fit into DC scheme design with the charge cap and the pension freedoms now in place?
These and many further questions discussed by (from left to right)

 

David E. Smart, managing director – head of investment solutions EMEA, Franklin Templeton

Andrew Cole, senior investment manager, Pictet Asset Management

Clive Emery, product director multi asset, Invesco Perpetual

Ben Shaw, director, HNW Lending

Alex White, vice president, ALM & Investment strategy, Redington

Sebastian Cheek, deputy editor, portfolio institutional

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