First State Investments
Multi-Asset: When beta is not enough
Given the current climate of low returns and rock bottom interest rates we must dynamically combine beta and alpha drivers in a portfolio to meet investors’ objectives. A multi-asset portfolio investing in asset classes such as equities, bonds and commodities provides our clients with greater investment opportunities, flexibility and diversification. We will share how we navigate the key economic themes dominating markets.
Andrew Harman, CFA, joined First State Investments in 2008. He became a Portfolio Manager within the Multi-Asset Solutions team in 2010. Last year Andrew launched the flagship Diversified Growth Fund for the UK market which has had strong performance since inception. His responsibilities include research, market analysis and construction of proprietary investment models.
Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Graduate Certificate in Mathematics from the University of Technology, Sydney.
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