23 Jan - 31 Jan 2017

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

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.

This conference is for professional investors only. The contents of this website do not constitute or form part of, and should not be construed as, an invitation to buy or sell shares or units in any investment funds. Nothing contained or referred to in this website shall form the basis of, or be relied on in connection with, any offer or commitment whatsoever. The price of shares or units and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance is not a guide to future performance. The issue of shares or units may be subject to an initial charge; this is likely to have an impact on the realisable value of your investment, particularly in the short term. You should always regard equity investment as long term. This website is designed for Professional Investors and authorised Intermediaries and is not intended for the use of Private Investors. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. This website contains speakers personal recommendations and is given in good faith without warranty. This document is issued by the companies participating in the Alpha Generators 2017 Conferences: Aberdeen Asset Management, Threadneedle Asset Management Limited (Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.), First State Investments (UK) Limited, Neptune Investment Management Ltd and BMO Global Asset Management Ltd (a trading name of F&C Management Ltd) who are authorised and regulated by the Financial Conduct Authority.