- Identify key factors that are likely to drive market performance in H2 2025
- Describe different methods that can be used to assess investment risk and how the risk assessment process can influence investment selection
- Explain how asset classes can be seen as riskier or safer, depending on the risk assessment method
- Identify three types of common benchmarks for multi-asset funds and the pros/cons of using each one.
Multi-asset update and how risk ratings influence investment choices
About the Event
Investment risk assessments are essential for evaluating investment solutions. They help advisers determine which investment solutions align with customers’ risk tolerances and evaluate performance. If performance is used as a key metric for deciding what to recommend, then how solutions are grouped can influence recommendations. On this event we’ll talk about how risk ratings can influence investment selection, the market outlook for H2 2025, and recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds. We’ll also explain the different ways to evaluate investment risk, covering key statistics and how to balance the past vs. the future, as well as the key benchmark types used for multi-asset investments, sharing examples of poor practices that advisers should question. Luke Parsons, Portfolio Manager M&G Model Portfolio Service, and Michael Watt, Investment Director at M&G’s Treasury & Investment Office will host the event.
CPD
The event qualifies for up to 45 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:
The Secret Selector
How investment risk assessments and benchmarks influence investment choices.
This is your essential read before the event!
OUR SPEAKERS
Michael Watt
Investment Director, M&G Treasury & Investment Office
Michael is part of the Client Portfolio Management Team at M&G Treasury & Investment Office, focused on providing intermediaries with strategic thinking and market and investment views across our multi-asset capabilities.
Luke Parsons
Portfolio Manager, M&G Investments
Luke is responsible for portfolio construction and ongoing monitoring of performance. Prior to joining M&G, he held the position of Investment Analyst at The Private Office and Omnis Investments, working on fund selection, risk modelling and asset allocation. Luke is a CFA charter holder.
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.