We are often subjected to the old saying “Its like comparing apples with pears” when discussing investment options, but what about when we are looking at a specific investment style?

Even when you are comparing ‘apples’ alone, such as the increasingly popular arena of index investing, it is important to acknowledge there are several approaches, and the need to peel back the skin to better appreciate the propositions suitability.

From its early days, we will look at the growth of index investing and the varieties available to investors. The topic of cost, a crunch issue for many, will be addressed alongside the fact that low cost doesn’t always mean good value. 

Workshop Objectives: 

• Learn about the evolution of index investing
• Identify the ‘core’ index investing approaches, highlighting their characteristics
• Discuss some usage case studies for clients
• Highlight potential ways to squeeze a little more juice from index investing
  

Company Profile:  

At Evelyn Partners, our primary objective is to provide you with an investment solution that complements the service you already deliver to your clients. We respect the integral role that you have as their adviser and appreciate that investment management represents one part of the financial plan you create. By working in partnership, we can help you provide your clients with a truly enhanced investment management service.

Outsourcing your clients’ investment management requirements can give you more time to focus on their strategic financial planning.

Backed by our investment expertise, we provide access to a number of portfolio services – saving you the time, resources and costs of doing it yourself.

Within this presentation, the investment team headed up by our CIO Laurence Boyle, will illustrate how the blending of both active and passive investment strategies can provide the best opportunity to generate positive performance for clients.

The team will also highlight that long term experience is key when researching and selecting these investments within a ‘truly diversified’ portfolio. Focus should be placed not just on asset class but, sub asset classes, geography, size and style of underlying holdings.

Finally, the team will show that investing with an active asset allocation, and rigorous, repeatable investment process is the best way to provide benchmark outperformance. 

Workshop Objectives: 

To illustrate how the blending of both passive and active investment strategies in an actively allocated, diverse global multi asset portfolio, provides investors with benchmark beating performance over time. 

Company Profile: 

MAIA Asset Management is a boutique investment company offering a range of risk-targeted managed portfolios, actively managed by highly experienced, specialist investment managers to ensure optimum performance.
We are an exclusive multi-manager specialist with over 100 years’ experience in this field, previously managing award winning funds within large investment houses. Building diversified, actively managed portfolios is in our DNA and we have an open-minded investment strategy.
Our team’s experience allows us to embrace more esoteric funds that some fund managers may find difficult to incorporate in their asset allocations, and we don’t avoid funds that are young or below a pre-determined size. We believe each fund should be examined on its merits and performance, an approach that has led to our success in the past.
Our experience, reputation and many years spent working in the industry positions us well within the marketplace, giving us access to the best fund managers on a regular basis.

Decumulation isn’t just accumulation in reverse – it comes with its own set of risks that need a different mindset.

In this session, Tim will unpack the challenges clients face when taking withdrawals in retirement. Tim will share his philosophy and practical approaches to tackling these issues, giving you new ways to think about delivering better client outcomes.

You’ll leave with a clearer understanding of why decumulation requires a distinct strategy, and how you can build more robust retirement plans that meet both client needs and regulatory expectations.

Workshop Objectives: 

Explore the unique risks of decumulation and why they demand a different approach.
Learn how to address these challenges to deliver more robust retirement strategies and improved outcomes for clients.

Company Profile: 

Parmenion is an award-winning investment platform, home to our in-house DFM – Parmenion Investment Management.

Since launching our first solution in 2008, we’ve grown to become one of the UK’s leading discretionary managers of multi-asset investments, offering a broad range of solutions to meet different client needs.

We’re proud to have successfully supported financial advisers and their clients through many economic, market and political cycles, to help deliver positive outcomes through our disciplined, risk focused approach. 

Working together, we can make a real difference for your clients.

https://parmenion.co.uk/ 

Alternative investments have traditionally been an Achilles heel for MPS providers as they pose significant challenges, primarily due to limited access, liquidity mismatches, and a tarnished reputation. Despite these difficulties, this presentation will illustrate how our innovative approach to alternative investments, can enhance a client's overall portfolio, especially in an environment where traditional bond / equity portfolios display higher correlations and may lead to unintended consequences. We hope you find the insights valuable and look forward to your participation.

Workshop Objectives:

To examine the constraints of traditional bond / equity portfolios and understand how alternative investments within an innovative MPS can help mitigate risk, while offering additional opportunities.

Company Profile: 

As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed investment portfolios for individuals and families for generations. We are focused on helping your clients invest for a lifetime of opportunities and challenges.

How we can help you:
We fundamentally believe in the value of financial advice and have developed our services and strategies alongside the financial advice community, to make it easier for you to deliver exceptional client outcomes. 

With over 25 years’ experience working with financial advisers, we know that building a close relationship with you and understanding your client’s financial goals is key to successful investment management. Thousands of advisers are already benefitting from:

• a range of solutions designed to meet your clients' needs;
• a dedicated business development team to support you and your business;
• a well-resourced research team and a robust, effective investment process.
  
  

About our MPS:
Our Managed Portfolio Service (MPS) is designed to provide your clients with a straightforward, cost-effective way to benefit from our investment experience, so that they can make the most of their investments for generations to come.

We offer seven actively managed, multi-asset strategies constructed using our unique ‘Building Blocks’ approach. This pioneering approach offers clients exposure to a greater range of investment opportunities and asset classes than is possible within a ‘traditional’ MPS.

This session explores the enduring debate between active and passive investment strategies in today’s market. We begin with a brief historical overview, examining the rise of ETFs, current global fund allocations, and the growing share of company ownership held by passive vehicles.
We then assess market dynamics, including the concentration within major indices and the cyclical nature of active outperformance. Industry issues such as “active washing” (active fees for passive holdings), “diworsification” (over-diversification), and risks in passive fixed income will also be discussed.
Finally, we outline Waverton’s approach—integrating alternatives, applying rigorous stock selection, and highlighting that an optimal portfolio may blend both active and passive strategies.

Workshop Objectives:

Understand the evolution, strengths, and limitations of active and passive investment strategies, evaluate related risks and industry practices, and explore how combining both can enhance diversified client portfolios.

Company Profile: 

W1M is a leading wealth and investment management firm with offices in London, Edinburgh, Glasgow, Barcelona and Barbados with over £22bn AUM. Placed independently within the broader business, our Adviser Solutions team focuses exclusively on designing and managing high-quality investment solutions for Financial Advisers.

We aim to deliver attractive long-term real returns professional advisers, charities and institutions. Our team adopts an active, flexible approach to portfolio construction, offering both bespoke mandates and specialist funds. We place strong emphasis on investing in what we believe are the best global opportunities across individual equities, fixed income, third-party funds, and alternative assets. The investment team’s philosophy is built on high-conviction, research-led decision making, drawing on deep expertise to navigate changing market conditions and align portfolios with our clients’ objectives.