When it comes to alternative avenues, so many portfolio managers have been seeing an increasing role for the use alternatives investments in a multi-asset strategy.
That was clear in IFA Magazine’s excellent live webinar which took place today, when we were pleased to be joined by two fund managers from LGIM – Aimee Bowkett and James Giblin. During their conversation with Jenny Hunter and Sue Whitbread, (which you can download now and watch at your leisure), Aimee and James took us on a deep dive into the role of alternatives within a multi-asset strategy. They looked at how these can work and what types of alternatives are on their radar for their model portfolios and multi-asset strategies as well as sharing their analysis on diversification in general and on the use of fixed income.
Alternatives are fast becoming a popular way of boosting diversification away from the traditional asset classes of equities, bonds and cash and helping to manage risk and balance volatility. This was clearly a popular conversation with IFA Magazine audience, who had lots of questions for our expert panel.
Check out the webinar conversation on alternatives below. It’s eligible for CPD and a great way for advisers and their teams to get right up to date with this important facet of portfolio and fund management.
Access the webinar recording here and earn CPD
About James Giblin
James is responsible for managing a range of retail multi-asset funds, including a number of client model portfolios as part of LGIM’s Model Portfolio Service (MPS). He joins LGIM from LGT Wealth Management where he was a portfolio manager on the Model Portfolio team. James is a member of the Manager Research Group (MRG), with a focus on alternative investments. James graduated from the University of Nottingham and holds a Bachelor of Science degree in Economics. James is a CAIA (Chartered Alternative Investment Analyst) charterholder as well as a CISI Chartered Wealth Manager.
About Aimee Bowkett
Aimee is a Fund Manager responsible for managing LGIM’s Model Portfolio Service and assisting in the management of the Multi-Manager Funds. Aimee joined LGIM in 2016, originally as an Investment Specialist within the Multi-Asset Funds team where she focused on the team’s retail proposition, moving into the portfolio management team in 2021. Previously, she worked at AXA Investment Managers as a fixed-income product specialist.
Access the webinar recording here and earn CPD