Accessing this channel requires consent to share your details and viewing activity with sponsors.
Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
Multi-Asset Masterclass: Building Resilient Retirement Portfolios
|
Learning: Structured
With structural shifts reshaping markets, a new era of higher rates, persistent inflation, and tech-driven concentration, traditional portfolio construction is under pressure. BNY Investments and Scopic Research experts explore how flexible, directly-invested multi-asset funds stand apart from the typical managed portfolio service. Get actionable insights on navigating both accumulation and decumulation, managing risk concentration versus diversification, and why income visibility could make all the difference for clients facing unpredictable markets.
Speakers:
- Paul Flood, Head of Multi-Asset, BNY Investments Newton
- Paul Ilott, Director, Multi-Asset Research, Scopic Research
- Simon Nichols, Portfolio Manager, BNY Investments Newton
Learning outcomes:
- The role of multi-asset funds in accumulation and decumulation strategies
- How fund managers can tap sustainable levels of income for investors
- The importance of diversification when building robust portfolios
Chapters
- 01:35 Scopic Research and Multi-Asset Provider Selection
- 12:26 Accumulation Phase: Sustainable Returns and Asset Roles
- 26:01 Interest Rates, Global Uncertainty, and Portfolio Positioning
- 29:02 Decumulation Phase: Strategies, Income Certainty, and Sequencing Risk
- 43:16 Volatility Reduction and Behavioural Investing in Decumulation
