Multi-asset  

The Guide: Multi-Asset Investing

  • Learn why mixed asset funds have come back into favour
  • Grasp the developments within the multi-asset space
  • Gain an understanding of the wide range of asset classes available to investors
CPD
Approx.60min
The Guide: Multi-Asset Investing

Introduction

By Nyree Stewart

In uncertain markets investors are looking for answers to reduce risk and volatility, with many turning to multi-asset or mixed investment solutions. So what should those that are taking a step in this direction be aware of?

In this special report

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. In his article Fergus McCarthy discusses the evolution of multi-asset funds. According to him, what did Balanced funds become in the 1980s and 1990s?

  2. Which was the top-selling mixed or multi-asset IA sector in February 2017?

  3. In his article Hartwig Kos notes the trailing price/earnings ratio of the Nasdaq is 41, which is how much higher than that of the S&P 500?

  4. David Richardson points out in his article that three-quarters of millennials are prepared to pay a premium for sustainable products and services. This is up from what level in 2014?

  5. Real Estate Investment Trusts (reits) emerged in the US in 1960. But when were they first introduced in the UK?

  6. Mr McCarthy points out the multi-asset industry is still trying to provide a "one-stop solution", but what does he claim is the main difference between now and the 1970s?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Learn why mixed asset funds have come back into favour
  • Grasp the developments within the multi-asset space
  • Gain an understanding of the wide range of asset classes available to investors

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