Professional Adviser, in association with Aviva Investors, is hosting the Multi Asset Spotlight channel.
Uncertain markets, shifting demographics, regulatory change - there is no doubt strong forces are at work in investment today. Mix in the uncertainty that currently exists within the traditionally more mainstream asset classes of equities and bonds and it is little wonder advisers and their clients are changing how they think about investing.
This channel presents the case for a multi-asset investment approach. Keep this page bookmarked and check back regularly throughout the week for information on risk-targeting, portfolio construction and how funds can target consistent client outcomes.
Strategic partnership between firms
10% of new DFM money in past year
0.96% all-in fee
PARTNER INSIGHT: Eugene Philalithis, portfolio manager, Multi Asset Income range at Fidelity International, explains the challenges facing multi asset managers as they seek income returns outside of traditional asset classes
Partner Insight: Bill McQuaker, portfolio manager of the Multi Asset Open range at Fidelity International, reveals how he continues to test market conditions every day to deliver the best possible returns for clients
Launches Defensive and Cautious sustainable funds
Partner Insight: As monetary policy begins to diverge, Michael Costa, assistant portfolio manager at Fidelity International, explains why having a proper allocation to alternative assets is becoming more important
Partner Insight: James Bateman, chief investment officer for Multi Asset at Fidelity International, argues investors need to ensure they are protected against negative market movements following February's pull-back.
Investor focus shifts to risk
The managers of the Aviva Investors Multi-asset Funds believe that small caps provide the best means of profiting from the emerging markets growth story. Through careful fund selection they aim to only invest in high- quality companies with sustainable returns, bright prospects and a proven track record.
Passed minimum raise of £50m
Has run Cautious Managed fund since 2011
The Aviva Investors Multi-asset Funds (MAF) target equity risk rather than absolute volatility. Thomas Wells, Multi-asset Fund Manager, explains that while absolute volatility varies significantly over time, the inherent risk of investing in equities remains relatively constant.
Roles focus on portfolio construction
AMC 0.30%, OCF ranges from 0.56% to 0.64%
‘Bewildering’ choice of assets
To 'broaden income sources'
The finance industry is fixated with using volatility as a measure of risk to the extent that the terms ‘volatility’ and ‘risk’ are used interchangeably. Yet there are many pitfalls associated with blindly following volatility, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Targets 6% return p.a.
To launch on 29 January
Effective 27 January
Four key risks
Events in far-flung corners of the globe can reverberate through financial markets. Thomas Wells, Multi-asset Fund Manager at Aviva Investors, says their global approach allows them to identify potentially attractive asset classes from around the world and those they would prefer to avoid.
Left after two years at Barings
LGIM's stable of multi-asset funds
Fidelity International multi-asset CIO's outlook
Price now a lightning rod for criticism
Last of five videos with Cazenove Capital’s DFM team