Webinar: The Power of Asset Allocation
Brought to you by INN8 Invest
Driving investment returns for your clients
Whether you’re a financial adviser planning for your client’s retirement, a DFM managing a range of model portfolios for your adviser partner, or a world-renowned asset manager focused on your flagship multi-asset fund, asset allocation is considered to be the backbone of successful investing.
Join INN8 Invest for our first webinar of the year as we unpack how the overall asset allocation of a client’s investment portfolio is crucial for investment planners and financial advisers.
Joining host and INN8 Invest investment specialist, Donovan Chetty, is Neill Young, portfolio manager at Coronation, Bastion Teichgreeber, CIO at Prescient, and Tumi Loate, senior portfolio manager at 36ONE, to discuss their latest asset class and geographic asset allocation positioning coming into the new year.
We will also be joined by Richo Venter, joint head of portfolio management at INN8 Invest, who will ‘lift the lid’ of the our asset allocation process as well as discuss the results of a fascinating study that he recently concluded called “Using artificial intelligence to determine the predictive power of past performance”.
Date: Thursday, 29 February
Time: 9:30 AM – 11 AM
CPD: TBC
About the webinar
Whether you’re a financial advisor planning for your client’s retirement, a DFM managing a range of model portfolios for your advisor partner, or a world-renowned asset manager focused on your flagship multi-asset fund, asset allocation matters and considered to be the backbone of successful investing, playing a pivotal role in shaping investment returns. Asset allocation is like the powerful engine in a finely tuned car, working in tandem with other critical components, such as security selection, market forces, economic factors and costs, to determine the investment journey’s success.
Understanding the overall asset allocation of a client’s investment portfolio is crucial for investment planners and financial advisors. Finding the alignment between a client’s investment objectives and the overall asset allocation of the investment solution is central to providing good advice.
From an asset management perspective, a portfolio’s asset allocation can be determined by a ‘top-down’ process incorporating macroeconomic variables and other market inputs or as a result of a fundamental ‘bottom-up’ investment process or even a combination of both. Most successful asset managers spend a lot of time determining or understanding the asset allocation of their funds – because getting it right or wrong can have a material impact on investment returns. We will speak to some of the best asset allocation specialists in the industry, Neill Young, portfolio manager at Coronation Fund Managers, Bastion Teichgreeber, CIO at Prescient Asset Management and Thumi Loate, senior portfolio manager at 360ne, to discuss their latest asset class and geographic asset allocation positioning coming into the new year. With continued uncertainty around interest rates, inflation, geopolitics and recessions, setting the correct asset allocation is going to be crucial in navigating some of the ‘choppiest’ market environments yet.
Learning outcomes:
- Understanding the importance of asset allocation as a driver of investment returns
- Understanding the difference between strategic asset allocation and tactical asset allocation
- Understanding the difference between top-down and bottom-up asset allocation
- Understanding the differences in asset allocation positioning between asset managers with difference philosophies and processes
- Understanding the predictive power of past returns on future returns
The speakers
Tumi Loate
Senior Portfolio Manager
36ONE
Tumi is an Investment Analyst and Co-Manager on the 36ONE Multi-Asset portfolios. She also oversees the fixed income component across all funds. Prior to her role at 36ONE, she served as a manager in the financial services audit and financial engineering group at KPMG. Tumi obtained her BAccSci degree and MBA cum laude, having been honored with multiple dean’s list awards. Additionally, she is a recipient of both the Thuthuka and Chevening scholarships.
Neill Young
Portfolio Manager
Coronation
Neill joined Coronation in 1998 and co-manages Coronation’s Absolute Return Strategies as well as the Coronation Financial, Balanced Defensive and Capital Plus unit trust funds. Neill has more than 24 years’ investment experience.
Bastian Teichgreeber
CIO
Prescient
Richo Venter
Portfolio Manager
INN8 Invest
Richo started his career in 2004 at Life Healthcare as a credit analyst. In 2005 he got an opportunity to work for the FSCA as an analyst in their Collective Investment Schemes department, where his passion for unitised investments started. He subsequently joined STANLIB in 2007 and served in multiple roles, including heading up the STANLIB Asset Management Implementation & Analytics team. In 2013 he joined INN8 Invest/STANLIB Multi-Manager as a research analyst, conducting investment research and building investment management tools for the business. Since 2016 he has been a member of the portfolio management team, managing various multi-managed funds and models. He is currently the Joint Head of Portfolio Management of INN8 Invest. Richo completed his BCom Honours (cum laude) at the University of Pretoria in 2003 and is also a CFA Charterholder.