CPD

All CPD content

Platforms and back-office systems have evolved

To understand how back office systems have evolved
To grasp the importance of how to select a back office system
To learn how to select the right robo-adviser

Strategic Bonds

Strategic bond funds: the right alternative?

To understand how strategic bond funds differ from corporate bond funds
To learn how strategic bonds funds are managed
To learn how one should use these funds in a client's portfolio

Summer Investment Monitor 2017

Gain an understanding of the political and economic outlook
Comprehend the impact of incoming regulations and
Grasp the potential implications of politics and economics on a range of asset classes

Multi Asset June 2017

Guide to multi-asset investments

Comprehend why multi-asset investing should be outsourced and the evolution of the asset class.
Understand the pitfalls of volatility and its impact on multi-asset funds.
Learn how to use multi-asset funds for clients at different life stages.

Multi Asset June 2017

How to use multi-asset funds for retirement

To understand why multi-asset funds are becoming popular among retirees.
To learn what sort of portfolios are suitable for pension investment in the decumulation stage.
To ascertain the pros and the cons of drawing income from multi-asset funds.

Multi Asset June 2017

Regulatory matters to consider with multi-asset advice

To understand where the focus should be when choosing multi-asset funds
To ascertain levels of risk and client suitability.
To learn what sort of regulatory guidance or legislation will apply to assessing suitability.

Multi Asset June 2017

Should multi-asset managers avoid a UK bias in portfolios?

Understand why UK investors have a bias to UK equities.
Learn the benefits of investing globally and allocating to equities across countries and sectors.
Comprehend the pros and cons of investing with a home bias.

Multi Asset June 2017

How pension freedoms boosted multi-asset investment

To understand why pension freedoms has affected investment choices.
To learn what multi-asset can do to help drawdown investors.
To ascertain the pros and the cons to using multi-asset in retirement.

Inflation stalking the fixed income sector

To be reminded about the impact of inflation on interest rates
To learn about impact of interest rates on bonds
To learn what the long-term outlook might be

Why group risk advisers need to identify presenteeism

To ascertain what presenteeism is.
To understand how it affects an advisers' employer clients.
To learn what sort of benefits group protection can offer corporate clients.

The Guide: Precious metals

Grasp the arguments for and against investing in precious metals
Understand what factors could affect their performance
Learn how prospects could look for the likes of gold in the coming months

Fixed Income June 2017

Guide to finding yield globally

Learn what has happened to spreads in 2016-17 and how far up the yield curve investors should go.
Comprehend which regions are proving hotspots for yield.
Understand how advisers can get the right yield diversification for clients.

Fixed Income June 2017

How to build a robust yield into a portfolio

To understand where yield can be found in 2017.
To assess the risks involved with finding yield.
How to use inflation-busting strategies in client portfolios.

Fixed Income June 2017

How to soften the bond liquidity crunch

To understand why liquidity is important in bonds.
To learn how to help maintain liquidity.
To understand what has squeezed liquidity.

Fixed Income June 2017

How to find different yield sources for clients

To understand why yield is hard to find.
To ascertain which asset classes are providing yield.
To understand how yield and risk work for investors.

Fixed Income June 2017

How duration can prove risky for investors

To understand why duration can be risky.
To learn what can help mitigate duration risk.
To ascertain whether a global approach can help with duration risk.

Special Report: Hold your nerve and play the long game

Learn about UK economy
Understand the facts affecting large caps
Learn more about passive investing

Uncertain future awaits bonds

Learn why, over the past 30 years, bonds have enjoyed exceptional performance
Understand the impact of the global financial crisis on bond markets
Learn about the impact of inflation on bonds

Making inclusion work for your firm

To understand behavioural biases.
To learn how adapting methodology can help your business.
To gain an understanding of how to build your client base across genders.

The Guide: passive investing

Grasp the importance of passive growth on the broader industry
Gain an understanding of recent and developing trends in the space
Comprehend the impact of passive flows on different asset classes