Learning: Structured

In this Akademia learning unit we are looking at the structure and allocations of the managed portfolio service and how exposure to different asset classes vary between them. To discuss this topic, we are joined by:

• Olivia Geldenhuys, Investment Specialist, Schroders
• Alena Kosava, Head of Investment Research, AJ Bell

Learning Outcomes:

• Looking at the different MPS strategies available to investors and the different approaches that can be taken.
• Asset allocation and varying exposures across portfolios.
• Understanding client objectives when it comes to building portfolios