The rising popularity amongst advisers of multi-asset solutions to support their clients’ investment objectives is hard to ignore. But with so many options to choose from and with so many different underlying characteristics, due diligence can be tricky.
On this week’s IFA Talk podcast, Sue and Brandon welcomed Jordan Sriharan as their guest. Jordan is a fund manager on the multi asset team at Canada Life Asset Management and is ideally placed to shed some light on the situation.
As Jordan explains in this conversation, there may well be some key challenges in ‘multi-asset land’ given today’s market conditions. However, looking at ‘evolution rather than revolution’ he is a strong believer that the future looks very bright for investors using a multi-asset approach- which is by no means a one-size-fits-all phenomenon.
Check out the conversation HERE…
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Click here to listen on Apple Podcast
About Jordan Sriharan
Jordan joined Canada Life Asset Management in 2021 as a fund manager on the Multi-Asset team. He was previously Head of the Managed Portfolio Service at Canaccord Genuity and prior to that worked at Mercer managing corporate pension schemes. Jordan has an MSc in International Economics from City University and a BA in Economics from the University of Sheffield. He is also a CFA Charterholder.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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