Investment modelling and financial engineering with Perspective

Event information

This webinar is brought to you in partnership with Perspective.

Discover how to navigate investment risk in financial planning by joining this expert-led webinar. The session will delve into risk-aligned investment strategies, portfolio construction insights from a Fund Management team, and the critical role of risk management throughout both the accumulation and decumulation phases. Gain valuable perspectives on aligning investment decisions with financial goals at every stage.

By attending this webinar you will:

• Understand the need for and risks of investing in financial planning both in accumulation and in decumulation.
• Understand the investment strategies available including risk-aligned managed portfolio services.
• Gain investment Portfolio Insights from Gallagher’s investment team, who advise on£400bn of assets.

Key topics

• Investment risk in financial planning: understand how risk plays a crucial role throughout both the accumulation and decumulation phases.
• Risk-aligned investment strategies: explore managed portfolio services and other strategies designed to meet clients’ differing risk profiles and objectives.
• Fund management and portfolio construction: gain an understanding of how Gallagher’s investment teams construct portfolios, including risk alignment, asset allocation, due diligence, and performance through varying market conditions.
• Investment portfolios and cashflow modelling: see how cashflow modelling integrates with investment strategy to provide clients with confidence and clarity.

About the speakers

Cameron Freer, Regional Manager & Financial Planner, Perspective Cameron joined Perspective in November 2024 as a Regional Manager & Financial Planner, bringing with him over 36 years of experience in the financial services industry, including advising clients for over 25 years. Throughout his career, he has advised personal and corporate clients, working closely with professional connections on many aspects of financial planning. Cameron also supports offices across his region, helping them deliver high-quality services and maintain a strong client-centric focus; a core value that drew him to Perspective.

Jody Scowcroft, Senior Vice President, Gallagher Jody joined Gallagher in 2019 and is a Senior Vice President in the Global Assets team. Jody works with a range of institutional investors including Endowments & Foundations, Pension Funds and Wealth Management clients. Jody supports on portfolio construction, manager implementation and ongoing monitoring delivering portfolios to Gallagher’s institutional client base.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1hr of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.