In our session we will be putting the managed portfolio service market under the microscope. We will discuss how it has grown rapidly in recent years with many advice firms adopting MPS as a core part of their investment proposition. We will also look at how regulation differs on an MPS relative to unitised funds and discuss what the regulator may look at when they review this area later in the year. Considering this increased regulatory focus, we will examine what firms should be asking of an MPS provider. Finally, we will use WealthSelect, one of the largest MPS on the market, as an example of how we believe an MPS should be managed and overseen.

Learning Objectives

• Understand the key drivers of the growth in MPS
• Understand & explain the regulatory differences in MPS vs unitised funds
• Overview of the upcoming FCA review of MPS

As global markets evolve, the traditional 60/40 portfolio is under pressure to deliver the diversification and returns investors expect. Infrastructure - one of the faster-growing market segments, is emerging as a powerful diversifier in Multi Asset Portfolios. Driven by powerful secular dynamics such as the global push for resilient public services, digital transformation, and the energy transition, infrastructure is becoming an important building block within long-term investment strategies. This session explores the role of listed infrastructure assets in enhancing the resilience of a multi asset portfolio. These assets offer stable, inflation-linked income, often backed by governments, and provide diversification across sectors and geographies, with low correlation to traditional equities, real assets and bonds. We’ll examine the features, benefits, and key considerations of adding listed infrastructure to multi-asset portfolios, helping advisers identify how this asset class can support long-term growth for clients.

What’s the minimum amount of work needed to run a CIP that still does right by your clients? In this session, Simon Evan-Cook, founder of the MGTS Downing Fox Funds, examines this question. In doing so he’ll highlight how some popular, low-hassle CIP options might be about to face some hard times. He’ll also explain how some products, purely on account of their structure, can reduce hassle and lower risks for both you and your clients.

Learning Objectives

• The level of effort different CIP options require, and how likely they are to generate good client outcomes
• How one advice firm has created a low-hassle CIP that’s working well (even in 2022’s ‘Bondmageddon’)
• That no CIP product is perfect, and some that currently appear perfect are face a growing risk of failing
• How unitised investment products reduce complexity and risk within a CIP
  

• Participants will be able to identify common concerns for different types of retirement customer profiles.
• Participants will be able to identify several investment options available to clients at or approaching retirement .
• Participants will be able to identify and align the most optimal investment solutions based on the needs of the retirement customer profile.