Multi-Asset Solutions January Quarterly Update

29 Jan 25 60 min watch

On this event, hosted by Shanti Kelemen, Chief Investment Officer at M&G, they covered best practices for building a central investment proposition, the market outlook for 2025 and recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds.

Jon Baker, Director at QuantQual IFA Services, went through top tips for setting up a central investment proposition and areas that advisers should focus on in light of the shifting regulatory focus.

Ben Troke, Senior Investment Strategist in the M&G Treasury and Investment Office (T&IO), discussed the outlook for 2025 and what it means for investment portfolios.

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below

1. What is the estimated level of public debt globally?

a) $102 billion

b) $102 trillion

c) $58 trillion

d) $3.3 trillion
 

2. What is a central investment proposition?

a) A way to easily get customers into your preferred investment solutions

b) A framework that enables advisers to more efficiently determine suitable investment solutions for their clients

c) A list of the investment products and services your customers can invest in
 

3. How have global trade patterns changed in the past 30 years?

a) There is more trade between emerging countries

b) There is more trade between developed market countries

c) It hasn’t changed

1. What is the estimated level of public debt globally?

a) $102 billion

b) $102 trillion

c) $58 trillion

d) $3.3 trillion
 

2. What is a central investment proposition?

a) A way to easily get customers into your preferred investment solutions

b) A framework that enables advisers to more efficiently determine suitable investment solutions for their clients

c) A list of the investment products and services your customers can invest in
 

3. How have global trade patterns changed in the past 30 years?

a) There is more trade between emerging countries

b) There is more trade between developed market countries

c) It hasn’t changed

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk.

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

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