InvestmentsApr 7 2022

Guide to multi-asset in a changing world

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cisi-logo
CPD
Approx.60min
  • Describe the challenges of portfolio construction in multi-asset funds right now
  • Explain the challenges faced by bond investors
  • Identify the challenges faced by sustainable investors in multi-asset portfolios

Guide to multi-asset in a changing world

  • Describe the challenges of portfolio construction in multi-asset funds right now
  • Explain the challenges faced by bond investors
  • Identify the challenges faced by sustainable investors in multi-asset portfolios
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Rathbones

Introduction

By David Thorpe
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Multi-asset investors have endured a period of rapid change over the past decade, with collapsing bond yields and equity market performance focused on only a very small part of the market.

And in a crisis, a client’s time horizon gets much shorter, because so much more is happening. So how can advisers help client’s strengthen their portfolio while trying to maintain diversification?

This guide will look at how to react in a market crisis, whether bonds are still useful in a multi-asset portfolio and how to build a sustainable investment portfolio.

It is worth 60 minutes of CPD.

In this guide

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