Skip to main content

Multi-Asset Solutions July Quarterly Update

11 Jul 24 60 min watch

On this event, Paul Parascandalo, Portfolio Manager at the M&G Treasury and Investment Office (T&IO) and Alastair Clark, Portfolio Manager for M&G Wealth Investments discussed the recent performance and current positioning across our Model Portfolio Service and Risk Managed Active/Passive Funds. They also went into depth on blending active and passive funds and how alternative investments can be used to provide diversification.

Download the slides

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 percentage of active US equity funds have outperformed the benchmark over the last 5 years?

a) 60%
b) 70%
c) 21%

2. Which of these is an advantage of using active funds?

a) Cheaper fund costs compared to index funds
b) The opportunity for outperformance
c) Easier to implement in portfolios than index funds

3. In what macro environment do we expect Alternative assets to add diversification to multi-asset portfolios?

a) More volatile inflationary periods
b) Less volatile periods of inflation
c) Period of weak economic growth

1. What percentage of active US equity funds have outperformed the benchmark over the last 5 years?

a) 60%
b) 70%
c) 21%

2. Which of these is an advantage of using active funds?

a) Cheaper fund costs compared to index funds
b) The opportunity for outperformance
c) Easier to implement in portfolios than index funds

3. In what macro environment do we expect Alternative assets to add diversification to multi-asset portfolios?

a) More volatile inflationary periods
b) Less volatile periods of inflation
c) Period of weak economic growth

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.

Related Insights

PruFund Monthly Update and T&IO SAA Review

On this event, Paul Fidell, Senior Investment Specialist, gave an update on the PruFund Series C, E and F range of funds – the latest position regarding any Unit Price Adjustments (UPAs) and a review of how the funds have been performing.

Find out more

PruFund Quarterly Update

On this event, Paul Fidell, Investment Specialist, went through the quarter’s PruFund Expected Growth Rate (EGR) and Unit Price Adjustment (UPA) update, reviewing how the funds have performed over the last quarter.

Find out more

M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.