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Beyond the Black Box: A Look into Alternatives in MPS

The Financial Planning Club

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Beyond the Black Box: A Look into Alternatives in MPS

29 просмотров · 13 дн. назад
The Financial Planning Club
109 подписчиков
29 просмотров · 13 дн. назад
Alternatives are now a common feature within many multi-asset portfolios, but understanding how they work, and whether they're delivering genuine diversification, can be challenging. In this session, we'll lift the lid on alternatives within MPS portfolios, exploring the mechanics behind different asset types and providing advisers with a practical framework for assessing any provider's approach. You'll leave with greater confidence in evaluating diversification, understanding portfolio construction, and asking the right due diligence questions. What You'll Learn: •Why alternatives are included in MPS portfolios •How alternatives seek to generate diversification •How to assess alternative allocations •Practical due diligence questions for advisers Speakers: •Lee Old – Co-Founder, The Financial Planning Club •Olivia Geldenhuys – Head of Investment Specialists, Tatton Investment Management