Value for money without compromise?

Session: 31 January – 9.30am, 11.30am and 2.00pm

With many advisers balancing the challenge of achieving greater diversification in a more cost effective way, we demonstrated that sacrifice is not always required.

We'll explore where multi-asset solutions are being used to help achieve better outcomes for clients in a cost effective way while allowing advisers to meet their due diligence and regulatory requirements.  

Learning Outcomes:

  • To understand current regulatory environment and the pressures this may have on an adviser’s business
  • Overview of the investment market and the impact on client portfolios
  • Understand the multi-asset fund space and the different approaches available.

Presenter: Catriona McInally

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