In a changing regulatory and policy backdrop, we are seeing increased demand for multi-asset fund solutions as advisers address challenges including Consumer Duty and changes to capital gains tax. 

In this webinar, Anthony McDonald discusses the benefits of a multi-asset approach that combines active asset allocation with investments in low-cost tracker funds. 

He will explain the differentiated approach that underpins Aegon’s own Risk-Managed Portfolios.  And he will explain how this is reflected in current portfolio positioning, including thoughts on the impact of high-profile events such as the UK Budget and the US election that may have significant ramifications for both investments and financial advice.

Learning outcomes:
  • Consider the impact of regulatory and policy change on the provision of advice.
  • Identify the growing demand for outsourced investment expertise and the possible solutions for clients impacted by regulation and policy change. 
  • Explain the differentiated approach that underpins Aegon’s Risk-Managed Portfolios.
  • Summarise the implications the UK Budget and the US election has had on markets and investors.

Test your knowledge

Once you've watched the webinar, enter your name and correctly answer the questions below to generate your CPD certificate. 

Question 1: How many billion of assets are invested in our multi-asset strategies?
Question 2: Our recent Adviser attitudes report found that 25% of advised assets are in multi-asset funds?
Question 3: How many layers of governance do the Risk-Managed Portfolios have?
Aegon

Continuous Professional Development

Aegon

Certificate of completion

Completed on:

CPD credit: 30 CPD mins

The User

Knowing the unknowns - Multi-asset investing in a changing environment

  • Completed on: 20 July 2023
  • CPD credit: 30 CPD mins

CPD Learning covered

Learning outcomes:
  • Consider the impact of regulatory and policy change on the provision of advice.
  • Identify the growing demand for outsourced investment expertise and the possible solutions for clients impacted by regulation and policy change. 
  • Explain the differentiated approach that underpins Aegon’s Risk-Managed Portfolios.
  • Summarise the implications the UK Budget and the US election has had on markets and investors.

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