Defaqto Investment Roadshow – a quick review

15 June 2015

by Frank Potaczek, Head of Insight and Consulting (Investments)

It was a great pleasure to meet so many financial advisers across the country at our Investment Roadshow: Making risk return. Thank you to everyone who attended and to our sponsors Canaccord Genuity Wealth Management, Investec Wealth & Investment and Standard Life Wealth.

In particular, I enjoyed the lively discussions during the sessions and breaks. We hope you got all your questions answered but if there's anything else you'd like to discuss drop me a line by email or on Twitter @DefaqtoFrank

I'm also keen to hear your feedback and suggestions, the main things you learned, what you liked and what you missed.

As due diligence and governance will continue to increase and evidencing your processes, recommendations and decisions will remain absolutely vital, I'm sure we'll cover this topic again some time in the future.

One of our speakers suggested portfolio theory, after being around for over 60 years, needs to evolve to maintain its relevance. We see market cycles switching between normal and stressed with greater frequency than before. And since correlations between asset classes are not static, a dynamic asset allocation is needed. Watch out for those transaction costs, if you’re not using passives.

In retirement, the sequence of investment return is crucial for investment success.

Beyond the learning points, I hope you also enjoyed networking with other advisers and you were happy with the venues and hospitality. 

After the event at the Belfry in Sutton Coldfield, some of us even managed to hit some golf balls at the National PGA Centre driving range!

Thank you again for making this another very successful and enjoyable roadshow. Future events will be posted on this website and on social media. See you again soon!

Share this