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As a result of the rapid rise in asset allocation to DGF and multi-asset funds the sector has both attracted new providers as well as pushed incumbent fund managers to offer more nuanced and niche products to more selective clients. However, market volatility has tested the promise of risk protection with some providers falling short. As investors go forward crucial questions are asked of how to pick the right fund to match a wide asset allocation and investment mix in uncertain times.

The seventh annual Diversified Growth & Multi-Asset Funds report brings together a variety of experienced and new investors in DGFs and multi-asset funds. Key issues addressed include, are the right expectations made of funds’ performance, how to design a winning fund, implementation of DGFs in the DC world, plus an exploration of emerging DGF structures and more.

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SECTION 1

PHILOSOPHY OF THE MARKET

1.1 INTERVIEW:
What do you understand a DGF to be and what do you expect it to deliver?

Moderator:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Neil Morgan, Senior Pension Trustee, Capita Pension Trustees

1.2 WHITEPAPER:
Are DGFs doing a good job?

  • Michael McAteer, co-Director and co-Founder, The Financial Inclusion Centre


SECTION 2

SCRUTINY OVER PERFORMANCE AND RISK ASSESSMENT

2.1 INTERVIEW:
Are DGFs hitting the mark - How to judge performance in reaction to volatile periods

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • St John Gardner, Head of Investment Management, Arbuthnot Latham & Co

2.2 INTERVIEW:
Creating a winning process – what does it take to design and run a successful multi-asset fund?

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Derry Pickford, Head of Asset Allocation, Ashburton Investments

2.3 WHITEPAPER:
Diversified growth funds: how to protect against the next sell-off

  • Matthew J. Bullock, Investment Director, Global Multi-Asset Strategies Group, Wellington Management

2.4 WHITEPAPER:
The dynamic nature of risk analysis: A multi-asset perspective

  • Georgina Taylor, Product Director, Invesco Perpetual Asset Management


SECTION 3

MANAGER SELECTION & PEOPLE VERSUS PROCESS

3.1 ROUNDTABLE DEBATE:
Selecting managers by how they aim to generate their returns

Moderator:
  • Zara Amer, Head of Content, Clear Path Analysis
Panellists:
  • Chris Gill, Senior Consultant, Capita Insurance & Benefits Services
  • Roger Mattingly, Director, PAN Trustees
  • David Page, Head of Investment Operations, Staff Pensions, Aviva

3.2 WHITEPAPER:
The decision making process and implementation of a multi asset growth fund and its growing relevance for DC plans

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Mohsin Harhara, Group Pensions Manager, Smith & Williamson Holdings


SECTION 4

THE FUTURE OF THE DGF MARKET

4.1 INTERVIEW:
Growth forecast: Where will DGFs be in 2018 - What kind of an impact will Brexit, the U.S. rate rise and upcoming elections have on future performance?

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • Rory McPherson, Head of Investment Strategy, Psigma Investment Management

4.2 INTERVIEW:
Has increased product proliferation lead to lower quality DGFs?

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • David Archer, Director, Pitman Trustees

4.3 INTERVIEW:
What will Brexit mean for institutional investors? – Plans to invest and emerging obstacles to implementation

Interviewer:

  • Zara Amer, Head of Content, Clear Path Analysis

Interviewee:

  • John Pengelly, Pensions Manager, Thames Water

Neil Morgan

Senior Pension Trustee, Capita Pension Trustees

Roger Mattingly

Director, PAN Trustees

Michael McAteer

co-Director and co-Founder, The Financial Inclusion Centre

St John Gardner

Head of Investment Management, Arbuthnot Latham & Co

Derry Pickford

Head of Asset Allocation, Ashburton Investments

Matthew J. Bullock

Investment Director, Global Multi-Asset Strategies Group, Wellington Management

Georgina Taylor

Product Director, Invesco Perpetual Asset Management

Chris Gill

Senior Consultant, Capita Insurance & Benefits Services

David Page

Head of Investment Operations, Staff Pensions, Aviva

Mohsin Harhara

Group Pensions Manager, Smith & Williamson Holdings

Rory McPherson

Head of Investment Strategy, Psigma Investment Management

David Archer

Director, Pitman Trustees

John Pengelly

Pensions Manager, Thames Water

Derry Pickford

Head of Asset Allocation, Ashburton Investments

Ashburton Investments is a new generation investment manager building on a solid foundation. We are the investment arm of the FirstRand Group, Africa’s largest financial services company by market capitalisation. For more than 30 years our investment managers have invested in what makes sense. Multi Asset is not the latest investment trend to us. It has been the cornerstone of our business since inception. Our product set and approach to investments has evolved over time to suit ever changing market conditions but the underlying constant is that we understand our clients need to effectively manage risk and access more sources of return.
Invesco Perpetual is one of the UK’s leading independent asset managers, offering institutions diversified strategies and solutions spanning equities, fixed income, multi asset, real estate, private equity and other alternatives. Recognised for providing specialist investment expertise in support of local authority and corporate pension schemes, insurance companies and other UK institutions.


Wellington Management is an investment adviser to more than 2,150 institutions in over 55 countries. Our mission as a firm is simple: to exceed the investment objectives and service expectations of our clients around the world. With £725 billion in client assets under management*, we offer a broad range of equity, fixed income, alternative and multi-asset investment approaches.
*as at 30 June 2016

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
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Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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