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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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Multi-Asset Review: Read analysis, features and opinion on your MAR microsite

The forces at play in investment - most obviously, regulatory change, uncertain markets and shifting demographics - are as strong today as they were when Professional Adviser launched its sister magazine Multi-Asset Review in 2017.

As a result, financial advisers and their clients continue to face some very tough questions although, equally, outcome-oriented multi-asset investments continue to provide very acceptable answers.

This part of the Professional Adviser website - in conjunction with Multi-Asset Review - will therefore offer analysis, features and opinion on five key areas of interest to UK financial advisers who are either considering or are already outsourcing part or all of their investment capabilities to a third party.

These areas are: multi-asset solutions, including multi-manager; discretionary fund managers, including managers of model portfolio services; fund research and ratings; risk-profiling techniques; and adviser platforms.

To make sure you receive your own copy of the next issue of Multi-Asset Review, which is published every other month, please do register your interest here

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Watch: Building confidence in ESG selection webinar and 'hold providers to account'
Watch: Building confidence in ESG selection webinar and 'hold providers to account'

PA Working Lunches

  • Investment
  • 26 August 2020
Alex Farlow: Real assets and their role in multi-asset portfolios
Alex Farlow: Real assets and their role in multi-asset portfolios

Many considerations

  • Multi-Asset
  • 06 July 2020
BlackRock unveils suite of ESG multi-asset ETFs
BlackRock unveils suite of ESG multi-asset ETFs

'Cost-efficient, transparent and sustainable'

  • Investment
  • 10 September 2020
Why ESG funds are more than just a 'woke fad'
Why ESG funds are more than just a 'woke fad'

It’s The Pro Adviser Podcast

  • Investment
  • 03 July 2020
Alex Farlow: The dangers of blending multi-asset funds
Alex Farlow: The dangers of blending multi-asset funds

'Fast-changing environments can be dangerous'

  • Investment
  • 31 July 2020
Clive Waller: The latest scandal proves ESG isn't a fad
Clive Waller: The latest scandal proves ESG isn't a fad

Article first published 14 July 2020

  • Investment
  • 14 July 2020
ESG, thematic and active ETFs set for strongest growth - JP Morgan Asset Management
ESG, thematic and active ETFs set for strongest growth - JP Morgan Asset Management

According to JPMAM survey

  • Investment
  • 14 September 2020
Adviser investment propositions part 1: The small firm that started from a crisis in the kitchen
Adviser investment propositions part 1: The small firm that started from a crisis in the kitchen

Started a decade ago

  • Investment
  • 30 March 2020
Adviser investment propositions part 2: The medium-sized firm
Adviser investment propositions part 2: The medium-sized firm

'Final piece in the puzzle'

  • Investment
  • 31 March 2020
Adviser investment propositions part 3: The large firm that went from restricted to independent
Adviser investment propositions part 3: The large firm that went from restricted to independent

'It was relatively smooth'

  • Investment
  • 01 April 2020
Rob Perrone: Seven substantial shortcomings of defensive equities
Rob Perrone: Seven substantial shortcomings of defensive equities

The Contrarian View

  • Multi-Asset
  • 30 March 2020
Tom Ellis: The latest evolution of Nucleus Financial
Tom Ellis: The latest evolution of Nucleus Financial

'Founding principles'

  • Investment
  • 25 March 2020
Anthony Rayner: The fiscal wave is coming
Anthony Rayner: The fiscal wave is coming

'There are obstacles'

  • Investment
  • 15 April 2020
Chris Jones: The unseen risks are the ones that get you
Chris Jones: The unseen risks are the ones that get you

Risk-profiling

  • Investment
  • 07 April 2020
Tim Jablonski: Non-advised decumulation investment pathways are a herculean task
Tim Jablonski: Non-advised decumulation investment pathways are a herculean task

IGCs and GAAs

  • Investment
  • 14 April 2020
Why are some advisers taking on discretionary powers?
Why are some advisers taking on discretionary powers?

'Advisers are the GPs of investing'

  • Investment
  • 18 February 2020
Where do DFMs sit in the ESG equation?
Where do DFMs sit in the ESG equation?

'Public showing interest in ESG'

  • Multi-Asset
  • 11 February 2020
Multi-Asset Review: Why the Kames multi-asset team prioritises sharing
Multi-Asset Review: Why the Kames multi-asset team prioritises sharing

Sharing is caring

  • Investment
  • 19 February 2020
John Husselbee: Why active managers need to dismiss biases to generate alpha
John Husselbee: Why active managers need to dismiss biases to generate alpha

Luck versus skill

  • Investment
  • 05 February 2020
Graham Bentley: Beware reverse compounding from fees
Graham Bentley: Beware reverse compounding from fees

Longer-term incentives needed

  • Investment
  • 13 February 2018
Chris Jones: The importance of risk-based benchmarks
Chris Jones: The importance of risk-based benchmarks

In this piece Chris Jones looks at reviewing multi-asset solutions using risk-based benchmarks...

  • Investment
  • 03 February 2020
Simon Evan-Cook: Is diversification dead?
Simon Evan-Cook: Is diversification dead?

'Last two years particularly stark'

  • Investment
  • 31 January 2020
Julia Rees: Investing through the risk lens
Julia Rees: Investing through the risk lens

Many financial analyses focus solely on where the pounds are invested, not from where the risk emanates, writes Julia Rees. But by deploying this lesser-used risk lens, advisers can make more informed decisions across strategic asset allocation, tactical...

  • Investment
  • 30 January 2020
Abbie Knight: DFM due diligence must be a two-way street
Abbie Knight: DFM due diligence must be a two-way street

'Prepare a key insights document'

  • DFM & Model Portfolios
  • 08 October 2019
David Boyle: Key questions in DFM due diligence
David Boyle: Key questions in DFM due diligence

At times when scandal tears through the industry, David Boyle believes in the importance of regrouping, learning and making sure all bases are covered with sound due diligence practices

  • Multi-Asset
  • 10 December 2019
Mapped or targeted risk? Plugging multi-asset into the advice process
Mapped or targeted risk? Plugging multi-asset into the advice process

Risk-mapped or risk-targeted?

  • Multi-manager
  • 07 February 2020
Fraser Donaldson: Is multi-asset too expensive?
Fraser Donaldson: Is multi-asset too expensive?

Paying for knowledge is fair

  • Multi-Asset
  • 01 October 2019
Advice firm CEO: Why my DFM relationship works
Advice firm CEO: Why my DFM relationship works

'Arm's length at a reasonable cost'

  • DFM & Model Portfolios
  • 09 October 2019
Alex Farlow: Analysing the Mixed Investment 40-85% Shares sector
Alex Farlow: Analysing the Mixed Investment 40-85% Shares sector

  • Investment
  • 16 December 2019
Gill Hutchison: Fairly liquid?
Gill Hutchison: Fairly liquid?

Guarding against liquidity risk

  • Multi-Asset
  • 31 July 2019

Multi-asset video insights

Video interview with Nick Peters

Fidelity International portfolio manager Nick Peters talks to Julian Marr about the recent uptick in market volatility and the asset classes and markets he is backing with most conviction

Video interview with Anna Stupnytska

Fidelity International head of global macro and investment strategy Anna Stupnytska talks to Julian Marr about trade wars, emerging markets and the prospects for global growth over the coming year

Video interview with Eugene Philalithis

Fidelity Multi Asset portfolio manager Eugene Philalithis talks to Sophie King about balancing defensive and risk assets when generating income, and his key areas of interest for the rest of the year

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