Register now and join us for an in-depth discussion of the advantages for IFAs and their clients of using a Managed Portfolio Service.
Selecting and Reporting in MPS – Your invitation here
Thursday 11th November, 10:00-11:30
The discussion will be chaired by Chris Curtis, responsible for business development at Asset Risk Consultants.
Click here to register, to join a board of expert speakers, including Alex Funk CIO at Schroder Investment Solutions
Alex Funk, CIO, Schroder Investment Solutions
Alex has many years of financial services experience which ranges from discretionary fund management, corporate finance, banking, capital raising, private equity to venture capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisers and wealth management firms across the world. Alex has extensive experience in managing multi-asset portfolios in the UK and is responsible for a range of portfolios and funds.
Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder.
Register here to hear Alex discuss the following in relation to MPS:
- Given the importance of climate change and the rise in ESG investing, how are you incorporating this into your investment solutions?
- How can we help clients understand the impact that their investments are having on the world?
- How do you define alternative investments and how are they structured in Model Portfolios?
- As an ‘Active-only’ investment fund house, do you feel your investors get breadth of choice through your investment solutions and how to you ensure independent fund choice from Schroders?
- What do you think are some of the biggest risks in Multi-Asset Portfolios at the moment?
Click here to register for the Selecting and Reporting in MPS Webinar
