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.
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
Investors across the globe have an apparently innate home bias, preferring to invest in companies based in domestic markets rather than looking abroad, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
Continues to favour US over Europe
In the future, investors may once again need to consider the key factors that drive the individual price of assets higher and lower, says Thomas Wells, Multi-asset Fund Manager at Aviva Investors.
The past few years have seen a huge increase in the popularity of multi-asset risk-managed funds. Thomas Wells, Multi-asset Fund Manager at Aviva Investors, looks at how this compares to a traditional mixed asset approach.
Fidelity multi-asset portfolio manager
Third of five videos with Cazenove Capital’s DFM team
Active management at passive costs
Soft launch this week
First of five videos with Cazenove Capital's DFM team
Run by six providers