Skip to content

Chartered members webinar

The more technical aspects of outsourcing Discretionary Investment Management

Wednesday 24th May – 09:30am

Book your place on this webinar here.

Synopsis: In this session Chris Robinson,CFA will take you through how an established DFM forms its strategic and tactical asset allocation. Chris will cover how Tatton manages risk and links to risk mapping tools such as Dynamic Planner and Defaqto. Before covering performance benchmarking as a DFM, and finish with a market outlook and positioning for the year ahead.

Learning Objectives:

  • Explain how strategic and tactical asset allocations are formed and change over time.
  • Understand how DFM’s risk mapping scores are formed.
  • How to interpret DFM performance relative to peers.
  • Describe and review the current market environment and how to allocate assets considering the uncertainty in markets.

Speaker BIO:

Chris is the Head of the Investment Specialist Team at Tatton Investment Management. Chris provides oversight and analysis of Tatton’s investment strategy, portfolio construction and performance. He draws from his experience as a former direct equity and multi-asset analyst, playing an active role on the Tatton Investment Committee and Ethical Investment Committee. Chris is a CFA Charterholder, holds the CFA UK Certificate in ESG investing, The Diploma in Investment Management (ESG) and a BSc (Hons) Economics degree.

Book your place on this Chartered Member webinar here.


Leave a Reply