Navigating the proliferation of approaches
Our experts debated the following issues:- Have multi-asset solutions lived up to expectations? Is there enough of a track record to judge performance?
- How resilient are current multi-asset strategies to potential market shocks and macro events and how dynamic should they be to mitigate these risks?
- Are some multi-asset strategies too equities-biased and is correlation between asset classes a risk? How can multi-asset strategies address this?
- What is the best way to allocate to multi-asset funds: by asset class or by risk?
- How do multi asset strategies fit into DC scheme design with the charge cap and the pension freedoms now in place?
David E. Smart, managing director – head of investment solutions EMEA, Franklin Templeton
Andrew Cole, senior investment manager, Pictet Asset Management
Clive Emery, product director multi asset, Invesco Perpetual
Ben Shaw, director, HNW Lending
Alex White, vice president, ALM & Investment strategy, Redington
Sebastian Cheek, deputy editor, portfolio institutional