Presentation overview

It's diversification Jim, but not as it should be. Exploring the new frontier of diversification and boldly allocating to non-traditional asset classes to deliver better investment outcomes.

In an investment landscape increasingly dominated by a handful of stocks and sectors, building diversified risk targeted portfolios has become more challenging. This session explores the implications of market concentration for client outcomes and examines three complementary investment themes that can broaden sources of return within multi-asset portfolios: Emerging Markets, Global Infrastructure and Enhanced Index strategies.

We will assess how these asset classes and approaches can provide differentiated growth opportunities, alternative return drivers, and improved portfolio efficiency.

The session also considers how dynamic asset allocation and risk-targeted portfolio construction can help advisers create more resilient portfolios in an increasingly concentrated investment world.

Learning outcomes

By the end of this presentation, you’ll be able to:

One.
Describe the implications of equity market concentration for client portfolios and centralised investment propositions.

Two.
Assess how Emerging Markets, Global Infrastructure and Enhanced Index strategies contribute to portfolio diversification, risk-adjusted returns, & efficient portfolio management

Three.
Identify the portfolio construction principles used within risk-targeted multi-asset solutions to create diversified sources of return across varying market environments.