InvestmentsOct 1 2020

Guide to multi-manager funds

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe how multi-manager funds have performed
  • Explain how the traditional asset allocation methods have broken down
  • Describe how multi-manager funds are trying to solve the income conundrum

Guide to multi-manager funds

  • Describe how multi-manager funds have performed
  • Explain how the traditional asset allocation methods have broken down
  • Describe how multi-manager funds are trying to solve the income conundrum
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Close Brothers Asset Management

Introduction

By David Thorpe
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Multi-manager funds were among the first products to come to market offering advisers an off-the-shelf investment management solution, where all of the underlying assets required to create a properly diversified portfolio which could serve as a “one stop shop” for clients.

More recently, discretionary fund managers,  and the creation of model portfolio services have widened the range of options for advisers seeking an outsourced investment solution, while the traditional asset allocation models which underpin multi-manager  funds have come under pressure. 

This report looks at the ways multi-manager fund managers have evolved their portfolios to deal with the challenges of today, and what they look for in the funds they buy for clients. 

This guide is worth 60 minutes of CPD