Mastering Asset Allocation: Tailored Portfolios for Smarter Decisions - a Lunch and Learn Series by FE Investments
Join us for a lunch near you, where we will discuss the challenges of asset allocation, volatility and how Tailored Portfolios provide closer alignment and deeper understanding for your investment proposition
Deciding what asset allocation works for your client or segment is not as easy as it seems; risk profiling providers vary so while matching a risk level to a portfolio may seem like a straight forward approach, there’s more to it especially when you start to think about what could go wrong.
In April and May, we'll be holding lunches. Through case studies, we'll discuss some of the key risks involved in asset allocation, mapping this to your clients' attitude to risk and capacity for loss, how a Tailored investment proposition helps you get a clear grasp on asset allocation, what data you can leverage with a Tailored approach, and how this can enhance your financial planning.
Agenda:
12:00 - Arrival
12:30 - Mastering Asset Allocation
13:00 - Lunch
13:30 - Case Studies: How our partner firms meet their challenges with Tailored.
14:00 - Close
Places are limited, so please register as soon as you can. Seats will be reserved first come, first served.
The events are free and CPD will be available.
Join us in:
Bristol | 29 Apr
Venue: Riverstation, The Grove, Bristol , BS1 4RB
Glasgow | 13 May
Venue: Dakota Eurocentral, 1~3 Parklands Avenue, Eurocentral Business Park, Motherwell, ML1 4WQ
Leeds | 14 May
Venue: Oulton Hall, Rothwell Lane, Leeds, LS26 8HN
Manchester | 15 May - FULLY BOOKED
Venue: 20 Stories, No 1 Spinningfields, 1 Hardman Square, Spinningfields, Manchester, M3 3EB
Birmingham (Solihull) | 21 May - FULLY BOOKED
Venue: Cheal's Restaurant, 1630 High Street Knowle, Solihull, B93 0JU
Gatwick | 22 May - FULLY BOOKED
Venue: Langshot Manor, Ladbroke Road, Horley, Near Gatwick, Surrey, England, RH6 9LN
