Portfolio construction in the post-golden age: An adviser’s guide to asset allocation in an era of new normal
Investing is never “easy” in the strictest sense of the word, but sometimes there are periods that are notably conducive to achieving successful outcomes. During the four decades between the early 1980s and the early 2020s, allowing for occasional shocks, we witnessed such a period.
What we might fondly look back on as a golden age of investing may now be at an end. Today it is more a case of seeking silver linings. The world has become a very different place, and we believe investment approaches must evolve to reflect a seismic shift that has introduced an array of new normals.
We understand the importance of professional education, so we have created the below structured CPD training series to support you in building portfolios.
Part 1: Beyond 60/40
Understand and explain the conditions that have led to the success of traditional 60/40 portfolios in recent decades. | Identify the potential challenges facing the traditional 60/40 portfolios in the coming years. | Discover alternatives to the traditional 60/40 approach that may help to address such challenges.
Part 2: Understanding the investment universe
Discover the investment universe typically available to multi asset investors, and some lesser known opportunities. | Understand the importance of knowing the exposures, factors and risks your portfolio may be sensitive to. | Identify hidden biases that could impact performance.
Part 3: Passive and active – the case for both
Understand the potential benefits and drawbacks of active management. | Identify how and where it may make sense to adopt a blended approach.
These CISI accredited modules will qualify you for 30 minutes of structured CPD each. Please complete the questionnaire after each to receive your participation certificate.
For extra support on responsible investing for both you and your clients, please explore our additional materials below. If you require anything further from Invesco, don’t hesitate to email us at salesadmin@invesco.com.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
This is for Professional Clients in the UK and is not for consumer use.
All information as at 31 July 2023 and sourced by Invesco unless otherwise stated.
Views and opinions are based on current market conditions and are subject to change.
This is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
EMEA3063056/2023
