A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain Times’ (19 April) was well attended, with plenty of interesting debate and questions from the audience.
The main spotlight was on how risk targeting works and why there is increasing traction in the retail market for outcome-orientated solutions.
Also, a focus was on how asset managers run their portfolios efficiently and to navigate the uncertain macro and political background while maintaining a consistent risk profile within Dynamic Planner’s model.
Jim Henning, Head of Investment Services, Dynamic Planner, delivered the event’s first presentation, titled ‘The Growing Importance of Risk Targeting Within A Centralised Investment Process’ before Ian Jensen-Humphreys, Seven Investment Management (7IM) Chief Investment Officer, and Marcus Brookes, Schroders Head of Multi-Manager, too gave talks.
Ian Jensen-Humphreys’ presentation was on ‘Low-Cost Tracking of the Dynamic Planner Asset Model’, while Marcus Brookes’ talk was titled, ‘Active Multi-Manager Solutions and the Discipline of Risk Targeting’.
The webinar helped detail to attendees the Schroder – Dynamic Planner Wealth Portfolios.