Asset allocation will be the focus of Cofunds’ summer platform conference which kicks-off in Harrogate on 9 June.
The conference will provide advisers with the latest tips on the role of asset allocation in portfolio planning and IFAs can also attend a workshop run by Distribution Technology.
Key speakers include OBSR’s Gillian Hutchison, who will analyse current market trends, and Tony Wickenden from Technical Connection who will explore the post-election tax opportunities for advisers and their clients.
Cofunds says finding the most appropriate asset allocation to meet a client’s investment goal is a key concern for many advisers, whether using a top-down or bottom-up approach.
“Advisers know better than anyone that clients are demanding robust financial plans that will carry them all the way into retirement, so finding the right balance of assets is key,” says Cofunds sales and marketing director Alastair Conway.
The workshop run by Distribution Technology will help advisers get the most out of Cofunds’ newly-launched financial planning tools.
Other speakers include Guido Stiel, Allianz Global Investors; Ian Spreadbury, Fidelity International; Anthony Cross, Liontrust Asset Management; Felix Wintle, Neptune Investment Management; Don Jordison, Threadneedle and Tom Caddick, LV= Asset Management.
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