Peter Toogood: Cracking the multi-asset code

Categorisation is key

clock • 2 min read

Ahead of PA's seven-date Multi-Asset Roadshow this month, keynote speaker Peter Toogood previews his talk on how advisers can seek to gain some sort of perspective and control over the burgeoning multi-asset sector

As increasing numbers of advisers look to outsource the investment elements of their business, so they are faced with a plethora of funds, solutions and models to consider for their clients. Sometimes, the opportunity set can feel utterly overwhelming.  Such is the ingenuity of the finance industry to innovate, however, that help is at hand. Advisers now have a myriad of ways to slice-and dice-the options on offer - indeed, at its most simplistic, funds can now be categorised into simple numbers. Who said decimalisation was all bad? 2018 Multi-Asset Roadshow Scotland - Find out more h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Coming of age: How advisers are navigating the MPS market

Coming of age: How advisers are navigating the MPS market

'If it's cheap and unsuitable, it's still unsuitable'

Terry Huddart
clock 28 March 2024 • 6 min read
Multi-asset sentiment indicator: Positive view on UK equities

Multi-asset sentiment indicator: Positive view on UK equities

'UK equities remain cheap when compared to overseas'

Paul Ilott
clock 13 March 2024 • 5 min read
Insourcing is 'evolution not revolution' for advice firms

Insourcing is 'evolution not revolution' for advice firms

‘We see it as an elegant halfway house for both advisers and their clients’

Isabel Baxter
clock 05 March 2024 • 2 min read