Welcome and introduction, 10:00-10:05, Andy Parsons, Insight Manager Funds and DFM, Defaqto

CPD Learning session 1 10:05-10:30CPD
Sustainability Disclosure Requirements (SDR) –
the changing landscape - Part 2, presented by Mike Turner, Investment Analyst Funds & DFM, Defaqto.
Mike will take advisers through the upcoming changing landscape for SDR. We will look at how Asset management firms will look to incorporate the SDR guidelines and labelling into their respective and relevant investment propositions.
Learning objectives:
Explain what SDR is
Understand the FCA’s rationale for deploying SDR
Describe the new sustainability labels
Understand how SDR will be rolled out

CPD Learning session 2 10:30 – 10:55
Managing MPS in 2024, presented by James Klempster, Deputy Head of Multi-Asset, Liontrust 
There has been a significant increase in flows into managed portfolio services (MPS) solutions and an expansion in the number available for advisers and their clients. In this presentation, James Klempster, Deputy Head of the Liontrust Multi-Asset investment team, will examine the reasons for this growth and the process that advisers can use to choose between the array of MPS providers. James will also discuss the benefits of using MPS solutions and how they can help to meet advisers’ consumer duty requirements
Learning objectives:
The recent trends in the MPS market
Why it is important to have a modern Investment solution to meet Consumer Duty requirements
The importance of a robust and repeatable process within an MPS solution

CPD Learning session 3 10:55 – 11:20
Adapt to flourish in 2024, presented by David Lewis, Investment Manager, Jupiter Asset Management
Advice firms continue to get their available time squeezed on all sides, reducing the valuable face time spent with clients. Meanwhile, the Capital Gains Tax allowance is being slashed again in 2024. Part of the solution to both these problems could be a unitised portfolio. In this session, David Lewis will present on the current market backdrop and explain why unitised multi-manager strategies can play an important role in client’s portfolios.
Learning objectives:
Understand the opportunities being presented by asset markets in 2024
Appreciate the advantages of unitised portfolios versus non-unitised solutions
Explain why multi-manager strategies can play an important role in client's portfolios    

Joint Q&A with Jupiter Asset Management and Liontrust 11:20 - 11:30
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