Another Future Focus Webinar

Multi asset class solutions have long been the product of choice for financial advisers. Today, however, there is more pressure than ever to increase global exposure in order to drive client returns and diversify risk.

With interest rate volatility, inflationary pressures, and political uncertainty, do global portfolios still make sense for your clients? What is the right level of exposure and what kind of mix should you offer investors? After all, we still need to survive in the present even as we prepare for the future.

This INN8 Invest webinar discusses these issues from different perspectives. We look at the options available to advisers as we discuss the topic with asset managers and fellow financial advisers to gain perspectives that can help you better advise your clients.

In June 2024, INN8 Invest Head of IFA and Global Distribution, Andrew Cormack, will host two discussions.

The first is with Ninety One portfolio manager, Sumesh Chetty, M&G portfolio manager, Sandile Malinga, and STANLIB’s Head of Multi-Strategy, Marious Oberholzer to discuss the topic from an asset manager’s point of view. This will be followed by an adviser-focused discussion with Peter Hewett and Stephen Best.

INN8 Invest portfolio manager, Sonal Bhagwan, kicks off the session with a short portfolio performance review.

About the Webinar

Multi asset class solutions have long been the product of choice for advisers and wealth managers. Today, however, there is more pressure than ever to increase global exposure in order to drive client returns and diversify risk. With interest rate volatility, inflationary pressures, and political uncertainty, do global portfolios still make sense for your clients? What is the right level of exposure and what kind of mix should you offer investors? After all, we still need to survive in the present even while we prepare for the future.

In this INN8 Invest webinar, we will discuss these issues from different perspectives. We will look at the options available to advisers as we discuss the topic with asset managers and financial advisers to gain their perspectives so you can be prepared to advise your clients.

Learning outcomes:

• Learn how different asset managers construct different solutions, e.g. the factors that are considered and the decision-making process, when addressing the same problem
• Learning the different characteristics of global portfolios vs local SA portfolios
• Appreciate the suitability of global portfolios for different clients (e.g. different levels of risk appetite and tolerance)
• Understand some of the issues affecting retail clients when using MA portfolios, both within compulsory and discretionary investment portfolios
• Learn how different DFM portfolios performed over a given period, addressing performance drivers and contributors/detractors
• Understand the unique challenges facing independent and tied advisors when addressing end-client requirements
• Grow an appreciation of RDR and how a DFM can assist advisors with their RDR responsibilities regarding investment advice to end-clients