The Marcliffe Hotel

 Aberdeen

AB15 9YA

Balancing the Blend

2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification across funds does not equal style diversification. In this presentation, we highlight the importance of true style diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase.

By the end of this session, attendees will be able to:

1. Distinguish between name diversification and true style diversification

2. Articulate the benefits of blending funds with different styles, including in decumulation

3. Explain the benefits of regular rebalancing

Speaker 

Rob Perrone

Investment Counsellor

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.

Careful What You Wish For

It's undeniable that advisers won the last decade. But with that comes new stresses and challenges as well as exciting new opportnities, new business models and more. And of course, where the sector goes, the regulator follows and there's that to deal with too. In this session Mark will look at some of these issues, using data from the lang cat's 1,500-strong adviser research panel and consider how firms can make the most of the new landscape that presents itself in the years to come.

Speaker 

Mark Polson

Founder, the lang cat

Mark Polson is founder of the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably. The lang cat works with advisers, asset managers and providers, helping them develop better stuff and talk about it in a better way. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy and more human. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be. He spends too much time going to gigs aimed at people considerably younger and more tattooed than him.