Model Portfolio Services Q4 update

30 min read 11 Oct 22

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
  • Format: WebcastCarl Vine – Co-Head APAC Equity, M&G Investments

Model Portfolio Service

Our model portfolio service can help advisers provide their clients with a cost effective way to invest while benefiting from active management, diversification and a wide range of ESG outcomes.

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Disclosure and Regulatory

Explore the latest disclosure and regulatory information around how to complain, inducements, conflict of interest, Pillar 3 and the UK Stewardship Code.
 

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