Name: CPD Adaptive Portfolio Management
Start: 2023-11-08T10:30:00Z
End: 2023-11-08T10:30:30.000Z
Location: BrightTALK
Rating: 5

The webinar and video channel for content and events hosted by Elston.  For UK wealth managers and financial advisers.

Our outlook for the year ahead with Nicole Chong (Blackrock), Henry Cobbe & Hoshang Daroga (Elston)

2025 Outlook: America first

Discussing offshore bonds' tax efficiency and flexibility

Tax Planning with Offshore Bonds

What does the Budget mean for your clients? How should proposition evolve? What does it mean for Retirement Income Solutions? How to adapt your CIP and CRP. Catch up with the Elston team, industry experts and guest speakers including Hermione Taylor (FT) and Sir Steve Webb (LCP)

Investment solutions for the new tax regime

Our 4q24 Outlook "Striking a balance": reviews policy rate divergence, soft-landing scenarios and changes in the West Wing. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting)

4q24 Outlook: Striking a balance

In this webinar we discuss the key findings of the thematic review and what makes a good CRP looks like, which advisers now need to have in place.  We shall also provide a brief market update to conclude the webinar.  CISI endorsed CPD.  We shall follow up any questions raised after the call.  CPD certificates issued within one week of the call.

CPD for CII: FCA Thematic Review on Retirement Income and Market Update

With shrinking CGT allowances and the risk of rising CGT rates, we explore ways of navigating CGT risk in General Investment Account (GIA) portfolios

Navigating CGT in GIA Portfolios

Our 3q24 Outlook "World in transition": takes stock of the markets in the context of the AI revolution, de-globalisation and climate transition. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

3q24 Outlook: World in transition

The objective of this CPD module is to understand the principles of Retirement Investing.
Learning Outcomes
By completing, this CPD module, you should be able to:
A. Explain the theory underpinning lifecycle investing 
B. Contrast and compare the different investment approaches for accumulation and decumulation
C. Summarise the different types of income strategies for retirement investing
Structured CPD 1hr Presentation + 30min Online Test = 1.5hours CPD

CPD: Retirement Investing

In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates.

CPD: Assessing Suitability for Drawdown

In this webinar, we are honoured to be joined by Steve Webb, Partner at LCP and former Pensions Minister 2010-15 overseeing "Freedoms & Choice".  Steve will discuss his recently co-authored paper for LCP titled ""The Flex First, Fix Later" pension - is this this the future of retirement?" and earlier paper "Is there a right time to buy an annuity?"

"Flex First, Fix Later": exploring the future of retirement income

In this webinar, we explore key findings of TR24/1 FCA Thematic Review on Retirement Income Advice, and what advisers and policy owners should do next.  As well as some myth-busting...

CPD: FCA Thematic Review on Retirement Income Advice

Please join Henry Cobbe (Elston Consulting) and Amy Rumsby (TIME Investments) for a CPD webinar exploring the role of direct property as an Alternative Asset for portfolio diversification.

CPD: Direct Property for Diversification

Our 2q24 Outlook "Path to recovery": takes stock of the markets as asset prices recover. Henry Cobbe (Elston Consulting) in discussion with Hoshang Daroga (Elston Consulting) and Natasha Sarkaria (BlackRock)

2q24 Outlook: Path to recovery

In this workshop, we discuss the findings of the FCA Thematic Review of Retirement Income Advice and the potential impact on advisers' CRPs. (Timing may change based on findings publication date)

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

CPD: Bond Portfolio Management

In this webinar we explore the diversifying properties of alternatives, both from an asset-based and risk-based perspective.  We contrast Alternative Assets and Alternative Strategies, and how best to evaluate diversification effect.

CPD: Diversifying Alternatives

With security- and country-level concentration risk on the radar, this webinar explore how investors can differentiate global equity exposure from a purely market-capitalisation weighted approach.

CPD: Differentiated Global Equity

In our 2024 Outlook, we explore the key macroeconomic and market-related themes for the coming 12 months.  Hoshang Daroga (Elston Consulting) with Natasha Sarkaria (BlackRock).

1q24 Outlook: Turning a Corner

Objective
The objective of this CPD module is to provide an introduction to the theory and practice underpinning adaptive portfolio management.
Learning Outcomes
By completing, this CPD module, you should be able to:
Outline the rationale for an adaptive approach to overall asset allocation
Summarise potential adaptive approaches within the Equity allocation
Summarise potential adaptive approaches within the Bond & Alternative allocations

CPD Adaptive Portfolio Management

Elston

Financial Planning

Investment Management

Investment Strategy

Portfolio Management

Multi Asset

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UK Wealth Managers

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CPD Adaptive Portfolio Management

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