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As a result of the rapid rise in asset allocation to DGF and multi-asset funds the sector has both attracted new providers as well as pushed incumbent fund managers to offer more nuanced and niche products to more selective clients. However, market volatility has tested the promise of risk protection with some providers falling short. As investors go forward crucial questions are asked of how to pick the right fund to match a wide asset allocation and investment mix in uncertain times.

The eighth annual Diversified Growth & Multi-Asset Funds report brings together a variety of experienced and new investors in DGFs and multi-asset funds. Key issues addressed include, are the right expectations made of funds’ performance, how to design a winning fund, implementation of DGFs in the DC world, plus an exploration of emerging DGF structures and more.

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An analysis of key portfolio management and distribution trends for multi asset investors

SECTION 1

MACRO INVESTMENT THEMES

1.1 INTERVIEW: Consequences for portfolio construction from the economic and political environment

Interviewer:

James Redgrave, Consultant Publisher, Clear Path Analysis

Interviewee:

Giles Payne, HR Trustees

1.2 WHITE PAPER: Investing in light of political uncertainty

Confirmed: Representative, Insight Investments

1.3 WHITE PAPER: TBC

Confirmed: Percival Stanion, Head of International Multi Asset, Pictet Asset Management

SECTION 2

DGF STRATEGY AND BUYER TYPES

2.1 WHITE PAPER: Next generation multi-asset investing

Matthew J. Bullock, Investment Director, Global Multi-Asset Strategies Group, Wellington Management

SECTION 3

DGFS AS DEFAULT DECUMULATION AND POST-RETIREMENT SOLUTIONS

3.1 ROUNDTABLE DEBATE: Use of DGFs to provide downside protection plus growth in retirement

Moderator:

James Redgrave, Consultant Publisher, Clear Path Analysis

Panellists:

Richard Butcher, director, Pitman Trustees

Andrew Cheeseman, Managing Director, Pan Trustees

Andrew Cheseldine, Independent Pensions Trustee, Capital Cranfield Trustees

3.2 INTERVIEW: Demand for DGFs in the UK, post ‘Freedom & Choice’

Interviewer:

James Redgrave, Consultant Publisher, Clear Path Analysis

Interviewee:

Patrick Connolly, Director, AWD Chase de Vere

3.3 WHITE PAPER: How a DGF can support investors achieve their financial objectives in retirement

Confirmed: Insight Investment

SECTION 4

‘TAIL RISK’ AND SINGLE VS MULTI-FUND STRUCTURES

4.1 WHITE PAPER: Is diversification best achieved in single fund wrappers?

Author:

Steve Patterson, Managing Director, Intelligent Pensions

SECTION 5

LIQUIDITY

5.1 INTERVIEW: Holding illiquid assets in open ended funds, managing the risks

Interviewer:

Confirmed: James Redgrave, Consultant Publisher, Clear Path Analysis

Interviewee:

John Chillman, Head of Pensions, First Group Pension Scheme

Giles Payne

Director, HR Trustees Limited

Richard Butcher

Director, Pitman Trustees

John Chillman

Head of Pensions, First Group Pension scheme

Patrick Connolly

Director, AWD Chase de Vere

Richard Minashi

Trustee & Investment Committee Member, Thomas Cook Pension Scheme

Steve Patterson

Managing Director, Intelligent Pensions

Matthew J. Bullock

Investment Director, Global Multi-Asset Strategies Group, Wellington Management

Percival Stanion

Head of International Multi Asset, Pictet Asset Management

Scott Dunlop

Managing Director, Equitable Strategy Group Wealth Managers

Andrew Cheeseman

Managing Director, Pan Trustees

Andrew Cheseldine

Independent Pensions Trustee, Capital Cranfield Trustees

Lead Sponsor

Insight Investment is a leading global asset manager delivering solutions to meet our clients’ needs. Founded in 2002, Insight’s partnership approach has delivered both investment performance and impressive growth in assets under management. Insight manages £552bn across liability-driven investment, active fixed income, multi-asset, absolute return, liquidity solutions, real asset, currency risk management and specialist equity strategies.

* As at 30 June 2017. Insight’s assets under management (AUM) reflect the AUM of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, amongst others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC), Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services. Insight’s assets under management are represented by the value of cash securities and other economic exposure managed for clients.

Pictet Asset Management has been managing UK pension fund assets for over 25 years. We have had an office in London since 1980. This is an investment centre with over 200 employees where we have an institutional team looking after our UK clients. We are part of the Pictet Group, founded in Geneva in 1805.

Wellington Management is a trusted investment adviser to more than 2,150 institutions in over 65 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients. With firmwide multi-asset client assets under management of over £150 billion and more than 60 multi-asset professionals, our Global Multi-Asset Strategies team is geographically diverse, yet interconnected, and brings deep expertise to every client portfolio.*

To learn more about multi-asset strategies at Wellington Management, visit www.wellington.com/nextgeninvesting

*All figures are as at 31 March 2017

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Opal Group produces leading institutional investment conferences throughout North America and Europe. These events are designed for High-Net- Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms.