GROW: Professional Development (July)

Our GROW events take place once a quarter and are designed to give you a varied range of CPD all in one go. This session will be hosted by our Investment Specialist, Alasdair Wilson.

Agenda

The role of alternative assets in diversifying portfolios – TIME Investments

The last 18 months have proved challenging – with the tentative pandemic recovery derailed by geopolitical events, record-breaking levels of inflation and a cost of living crisis.

Because of this, investor preferences are changing, with concerns such as the search for income and how investments can have a positive impact on the world.

But how do clients meet their objectives in the current climate?

Alternative asset classes can provide stability through diversification, helping to achieve the attractive and dependable returns investors are seeking.

Throughout this session, TIME Investments will explore the benefits of investing in certain types or alternatives.

Learning objectives:

By the end of this session, you will be able to:

  • Understand the important roles diversification can play in clients’ portfolios.
  • Identify the attractive characteristics of certain alternative asset classes.
  • Recognise how alternative assets can add value for different investment priorities.

Ratio Masterclass – IBOSS

Despite the prevailing emphasis on returns above all else, IBOSS Investment Manager, Chris Rush, presents a ‘Ratio Masterclass’ where he will explain the importance of managing risk within a client’s portfolio and how to assess and navigate these risks using various ratios.

Within the session, you will discover how to use ratios to identify which investments have the potential to fall most in a market downturn, which presents the smoothest ride for investors and how to tell whether an investment is aggressively or conservatively positioned.

You don’t need to know algebra or be a mathematical genius. The ratios are straightforward and, once mastered, will help you evaluate a portfolio’s broader characteristics, rather than focusing on performance alone.


Introduction To Cash Management – Insignis Cash

Insignis Cash Solutions CEO and industry expert Giles Hutson presents an ‘Introduction To Cash Management’ where you will gain a greater understanding of Cash Management to complement your clients’ complete asset portfolio.

From a broad conception of the industry as a whole, down to specific benefits for a range of Client types, the session will provide a holistic knowledge base for financial advisers looking to maximise their clients’ portfolios via Cash Management.

Date

Jul 05 2023
Expired!

Time

10:00 am - 12:00 pm

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
Book Now