Multi-Asset Solutions July Quarterly Update

The event qualifies for up to 30 minutes of Structured CPD accredited by CII and CISI. By the end of the session you will be able to:

• Describe how financial markets have performed in H1 2024 and key areas to monitor for the rest of the year
• Explain key factors that should be considered when deciding to use an active fund or a passive fund for different asset classes
• Identify the key types of alternative asset classes and explain how their risk/return characteristics differ from traditional bonds and equities

Paul Parascandalo

Portfolio Manager at the M&G Treasury and Investment Office (T&IO) 

Paul joined M&G in 2021 after 11 years at Aviva Investors, where he managed flagship retail and institutional multi-asset funds. He is a CFA® Charterholder and holds a Theoretical Physics MSc from UCL.  

Alastair Clark

Portfolio Manager for M&G Wealth Investments 

Alastair joined M&G Wealth in February 2022 as a Portfolio Manager. He is responsible for the tactical asset allocation process and portfolio construction for the M&G Wealth Model Portfolio Services. Prior to joining M&G, Alastair worked at Quilter Cheviot Investment Management as an Investment Strategy Analyst in the CIO team. Alastair obtained a BSc (Hons) in Politics and Economics from the University of Bath and is a CFA charterholder.     

M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:

M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054. 

Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.

M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019. 

Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.