Model Portfolio Service Q4 Update

30 min watch 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.

Back to home

Issued by M&G Wealth Investments LLP, which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales with company number OC305442. Registered office: 10 Fenchurch Avenue, London EC3M 5AG.

M&G Wealth Investments LLP is a subsidiary of M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.