Investments formally review the Strategic Asset Allocation
(SAA) for all the MyFolio funds on an annual basis and consider
whether any asset changes are required.
at 11:00am on Tuesday, 23 March for a webinar
with Matthew Webber, Senior Investment Manager and David
O'Brien, Investment Director at Aberdeen Standard Investments who
will give an update on the recent asset allocation changes to all
the MyFolio Funds.
minutes CPD has been applied for.
only those who log in to the webinar for the full duration qualify
Sustainable Financial Disclosure Regulations
To comply with the new sustainable finance regulations that
were introduced this week, we have updated our Investment
Options Guide, where we have classified
funds by Environmental, Social, and Corporate Governance (ESG)
factors and considerations.
We have also produced
a customer friendly
communication on how ESG considerations are
integrated into the investment process.
On the 9 March,
we held an ESG Adviser Forum that included an update from Evelyn
Hanrahan, who provides guidance to advisers on the impact of the new
regulations your advice process.
To view the recording
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