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Model Portfolio Service Q4 Update

Session: Tuesday 11 October 2022

This session covered the three model portfolio service ranges offered by M&G Wealth Investments, which are passive, hybrid and Global ESG themes range. We explained the differences between the ranges, and how the portfolios are managed. We also talked through our investment process, which consists of building the strategic asset allocation, selecting funds, setting tactical views, constructing portfolios and evaluating risk. 

Presenters : 

  • Sean Hawkins – Head of MPS Business Development
  • Shanti Kelemen – Chief Investment Officer, M&G Wealth
  • Carl Vine – Co-Head APAC Equity, M&G Investments