Multi-assetSep 11 2017

Investing in multi asset strategies

pfs-logo
cisi-logo
CPD
Approx.50min
  • Understand how the demand for multi-asset funds in changing among fund buyers
  • Learn about the best ways to approach multi-asset fund selection
  • Grasp how the macro environment is affecting multi-asset investors and how bonds can play a role

Investing in multi asset strategies

  • Understand how the demand for multi-asset funds in changing among fund buyers
  • Learn about the best ways to approach multi-asset fund selection
  • Grasp how the macro environment is affecting multi-asset investors and how bonds can play a role
pfs-logo
cisi-logo
CPD
Approx.50min
Search supported by

Introduction

By Taha Lokhandwala
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon

The way fund buyers use multi-asset funds is changing.

While the funds have often been thought of as core, or even defensive, holdings, more and more advisers are turning towards using them as holistic solutions.

At the same time, the concept of multi-asset investing - whether in one fund or via multiple - is becoming increasingly difficult. Markets no longer offer the returns, yield nor diversification they once did.

So how do multi-asset investors find the right solutions for them?

How can they find the right diversification in an environment where fixed income downside risk is as high as that associated with equities?

And in the current macro environment, where should multi-asset investors be looking for opportunities?