Live webinar: The alternative to a 60/40 portfolio

In today's turbulent economic climate, a well-diversified portfolio can make all the difference to the future of your client's financial plans. Join our upcoming live webinar to learn more about the benefits and how to implement them into your client portfolios and advice journey.

The inclusion of alternative asset classes within your clients' portfolios can help outperform the traditional equity/bond approach to multi-asset investing and help navigate periods of market volatility such as those experienced so far in 2022. Additionally, understanding which funds to include based on your client's risk appetite is paramount.

 

Join the live webinar

To help bring these concepts to life, we are hosting a webinar, with Credo Group, a global independent wealth manager, on Thursday, 28th July 2022, at 11:00 am.

Register for the live webinar and join Paul Hogg, Senior Business Development Manager at EV, where he will discuss how a dynamic asset allocation approach can influence fund risk ratings. He will also explore how these can be incorporated into an end-to-end financial planning journey for you and your client.

Joining Paul on the day will be Ben Newton, Co-Manager of the Credo Dynamic Fund. Ben will examine the fund’s flexible investment strategy and how the inclusion of alternative asset classes can help outperform the traditional equity/bond approach to multi-asset investing.

 

So what next? 

Read our blogs; EV Multi-Asset Allocations: Investing for the Long Haul and Why Longer Investment Horizons Influence Asset Allocation Methodology.

In addition, if you would like to book an EVPro one-to-one demo in the interim, please click here.

New call-to-action

Subscribe to the EV blog for latest industry news and insights

Leave a Comment