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Join Schroders, 7IM and Distribution Technology on 16 october at 11am

Webcasts for Financial Advisers and Paraplanners

11 Oct 2018

Join Schroders, 7IM and Distribution Technology on 16 october at 11am

During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework.


11:00 - 11:05 Introduction

11:05 - 11:15 Dynamic Planner’s Annual Asset Allocation Review – Abhi Chatterjee, Head of Asset & Risk Modelling, Dynamic Planner

11:15 - 11:25 Low cost tracking of the Dynamic Planner asset model - Matthew Yeates, Senior Investment Manager, Seven Investment Management

11:25 - 11:35 Active multi-manager solutions and the discipline of risk targeting - Marcus Brookes, Head of Multi-Manager

11:35 - 11:45 Q&A



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