Events

The product, industry and regulatory landscape are hugely complex and constantly evolving.

We run a range of events for financial advisers to help maintain your product knowledge and keep you up to date with key industry and regulatory developments - ultimately, helping reinforce the value you offer clients and supporting your delivery of compliant advice.

Our conferences, roadshows and webinars provide independent analysis, commentary and insight covering a comprehensive range of areas and industry topics - including discretionary fund management, funds and retirement.

Defaqto events are typically accredited by the Chartered Insurance Institute (CII), Personal Finance Society (PFS) and Chartered Institute for Securities and Investments (CISI) towards continuing professional development.

Multi-asset investing – how fund managers optimise their portfolios in an uncertain world

3 – 13 October 2017 Stirling, Ascot, Solihull, Barnsley and Knutsford

The use of multi-asset portfolios continues to increase giving clients the benefits of diversification across asset classes, geographies and management styles. But, with so many funds in the market, choosing the most appropriate fund for the current environment can prove challenging.

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