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On a Knife’s Edge: Balancing local and global multi asset investments for your clients

Another Future Focus Webinar

Multi asset class solutions have long been the product of choice for financial advisers. Today, however, there is more pressure than ever to increase global exposure in order to drive client returns and diversify risk. 

With interest rate volatility, inflationary pressures, and political uncertainty, do global portfolios still make sense for your clients? What is the right level of exposure and what kind of mix should you offer investors? After all, we still need to survive in the present even as we prepare for the future. 

In this INN8 Invest webinar, we will discuss these issues from different perspectives. We will look at the options available to advisers as we discuss the topic with asset managers and fellow financial advisers to gain perspectives that can help you better advise your clients.

This June, INN8 Invest Head of IFA and Global Distribution, Andrew Cormack, will host two discussions.

The first will be with Ninety One portfolio manager, Sumesh Chetty, M&G portfolio manager, Sandile Malinga, and STANLIB’s Head of Multi-Strategy, Marious Oberholzer to discuss the topic from an asset manager’s point of view. This will be followed by an adviser-focused discussion with Peter Hewett and Stephen Best.

We will also be joined by INN8 Invest portfolio manager, Sonal Bhagwan, who will kick off the session with a short portfolio performance review.

Date: Wednesday, 5 June
Time: 9:30 AM – 11 AM
CPD: TBC*

*Have you signed up for our CPD Portal yet? Essentially an activity tracker, the portal allows you to find and register for upcoming INN8 events, store all CPD certificates, and track your CPD activity for the period for a quick glance at how many hours you still need to clock…and yes, there’s more! The portal is simple, easy to use, and won’t have you scrambling for lost certificates or forgotten opportunities. Create your profile now.

About the webinar

Multi asset class solutions have long been the product of choice for advisers and wealth managers. Today, however, there is more pressure than ever to increase global exposure in order to drive client returns and diversify risk. With interest rate volatility, inflationary pressures, and political uncertainty, do global portfolios still make sense for your clients? What is the right level of exposure and what kind of mix should you offer investors? After all, we still need to survive in the present even while we prepare for the future.

In this INN8 Invest webinar, we will discuss these issues from different perspectives. We will look at the options available to advisers as we discuss the topic with asset managers and financial advisers to gain their perspectives so you can be prepared to advise your clients.

Learning outcomes: 

  • Learn how different asset managers construct different solutions, e.g. the factors that are considered and the decision-making process, when addressing the same problem
  • Learning the different characteristics of global portfolios vs local SA portfolios
  • Appreciate the suitability of global portfolios for different clients (e.g. different levels of risk appetite and tolerance)
  • Understand some of the issues affecting retail clients when using MA portfolios, both within compulsory and discretionary investment portfolios
  • Learn how different DFM portfolios performed over a given period, addressing performance drivers and contributors/detractors
  • Understand the unique challenges facing independent and tied advisors when addressing end-client requirements
  • Grow an appreciation of RDR and how a DFM can assist advisors with their RDR responsibilities regarding investment advice to end-clients

The speakers

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Sumesh Chetty

Portfolio Manager
Ninety One

Sumesh is a portfolio manager at Ninety One within our Quality team. He has responsibility for our absolute return strategies and is co-portfolio manager of the Cautious Managed Fund and the Absolute Balanced Fund. He joined the firm in 2007 from Metropolitan Asset Managers where he managed the Metropolitan Absolute Return Fund from 2005. Before joining Metropolitan, Sumesh spent three years as an investment actuary at Metropolitan Employee Benefits, where he was responsible for managing smooth bonus funds. Sumesh began his career at Swiss Re Life & Health, where he spent over three years as an actuarial specialist. Sumesh graduated from the University of Cape Town with a Bachelor of Business Science (Hons) degree in Actuarial Science and a postgraduate diploma in Actuarial Science. He is also a Fellow of the Institute of Actuaries in the United Kingdom

Sandile Malinga_H&S

Sandile Malinga

Portfolio Manager
M&G

Sandile joined M&G Investments in 2013 as a member of the fixed-income team and joined the multi-asset team in 2018, progressing to Co-Head of Multi-Asset in 2023 in a co-leadership role with Michael Moyle. In January 2024, he took on the role of Chief Investment Officer for Multi-Asset. In addition to being a member of the Executive Committee, Sandile is a member of the MandG Investments Southern Africa (Pty) Ltd. Board and the MandG Staff Investment Company (RF) (Pty) Ltd.

Sandile is also the joint-Portfolio Manager of M&G Balanced and Inflation Plus Funds, and he is involved in managing our range of global funds. His role also involves providing analytical and economic support to our multi-asset and fixed-interest investment process. He is a member of the M&G Investments Asset Allocation Committee.

 
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Marius Oberholzer

Head
STANLIB Multi-Strategy

Marius joined STANLIB in September 2013 as Co-Head of Absolute Returns.
Marius holds a BCom degree (Stellenbosch University) and an MSc in Global Finance from Stern School of Business at New York University and the Hong Kong University of Science and Technology. He holds the IMC UK investment qualification.

 

Sonal Bhagwan

Sonal Bhagwan

Portfolio Manager
INN8 Invest

Sonal joined STANLIB Multi-Manager in November 2017 as an analyst, part of Manager Research Team. She joined us from the STANLIB Institutional Distribution team, where she was a Business Manager.

Prior to that, she worked at Towers Watson where she was a member of the investments team. In that role, Sonal was responsible for investment reporting on various institutional clients. In 2022 Sonal made the move from the manager research team to join the portfolio management team to take up the role of portfolio manager.