Upcoming events
Multi-Asset Solutions January Quarterly Update
On this event, hosted by Shanti Kelemen, Chief Investment Officer at M&G, we'll cover best practices for building a central investment proposition, the market outlook for 2025 and recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds.
Jon Baker, Director at QuantQual IFA Services, will run through top tips for setting up a central investment proposition and areas that advisers should focus on in light of the shifting regulatory focus.
Ben Troke, Senior Investment Strategist in the M&G Treasury and Investment Office (T&IO), will discuss the outlook for 2025 and what it means for investment portfolios.
The event qualifies for up to 45 minutes of structured CPD accredited by CII, by the end of the event you'll be able to:
- Outline key considerations and best practices for building a central investment proposition
- Identify key political and financial events that may influence markets in 2025
- Describe how government debt levels can influence economies and interest rates
On-demand events
PruFund – Past, Present & Future, Celebrating 20 years & more
PruFund has smoothed out clients’ investments for 20 years, across some of the most volatile market events.
In this four-part event series, expert fund managers, investment speakers, and three of our top executives in M&G Life delved into PruFund, celebrating 20 years & showcasing what’s beneath the bonnet of PruFund and shaping it for the future.
Multi-Asset Solutions quarterly update
On this event, Michael Stiasny, Director of Equities for M&G Investments provided an outlook for UK equities. Continuing with the UK theme, Shanti Kelemen, Chief Investment Officer for M&G Wealth and Michael Watt, Investment Director for M&G Treasury & Investment Office, discussed the role of Gilts and Sterling corporate bonds in portfolios and how changes to capital gains tax allowance alter the trade-offs for customers.
Offshore bonds: a versatile tax wrapper for financial planning
On this event, Neil Macleod, Senior Technical Manager and Cat McInally, Investment Specialist, delved into the tax planning angles to consider when looking at offshore bonds and the planning opportunities they offer.
PruFund Quarterly Update and Private Markets Review
On this event, Paul Fidell, Investment Specialist, gave the latest review for the PruFund range of funds. He was joined by two experts from the M&G Treasury and Investment Office (T&IO) who discussed the differences between public and private market investments. They also looked at some specific private market assets that we hold within the PruFund range of funds.
Multi-Asset Solutions July Quarterly Update
On this event we had two Portfolio Managers discuss the recent performance and current positioning across our Model Portfolio Service and Risk Managed Active/Passive Funds.
PruFund Monthly Update and T&IO SAA Review
On this event, Paul Fidell, Senior Investment Specialist went through the latest monthly announcement for the PruFund Series C, E and F range of funds. He was joined by Director of Long-Term Investment Strategy at T&IO who discussed the headlines from the 2024 SAA Review.
PruFund Quarterly Update May 2024
On this event, Paul Fidell, Senior Investment Specialist, went through the quarterly EGR and UPA Update. He was joined by an expert from the M&G Treasury and Investment Office (T&IO) who discussed how markets have been performing in 2024 - taking a closer look at inflation, sector growth and equity markets.
Taking politics out of planning
Across these four different sessions industry experts delved into the impact of domestic and geopolitical changes on business, investment, regulation and planning.
Multi-Asset solutions quarterly update
On this quarterly update event we heard from a range of experts within the business who discussed key investment topics such as the technology sector and why they think Asia and Emerging Market equities are potentially undervalued.
PruFund update and Bonus Declaration
Paul Fidell, Senior Investment Specialist, went through the quarter's EGR and UPA update. He was joined by the Director of Long-Term Investment Strategy who discussed the headlines from our annual With-Profits Bonus Declaration.
Treasury and Investment Office Quarterly update and Investment building blocks
Paul Fidell, Senior Investment Specialist, ran through the latest EGR and UPA update. He was joined by our T&IO experts who discussed our long-term established building blocks framework.
Market Insights with M&G Wealth: Our approach to investing in bonds and why it's different
On this event, Michael Watt, Investment Director at T&IO and Alastair Clark, Portfolio Manager, discussed some key topics surrounding bonds.
Friend, Foe, FAD - Cashflow modelling with FinCalc
On this event, our host Colin Simmons, Business Development Manager spoke with Gavin Shears – Senior Product Consultant, FinCalc.
Friend, Foe, FAD - Cashflow modelling with FE CashCalc
On this event, our host Colin Simmons, Business Development Manager spoke with Solene Lemoigne, Adviser Account Director, FE CashCalc.
Friend, Foe, FAD - Cashflow modelling with Voyant
On this event, our host Colin Simmons, Business Development Manager spoke with Rosie Hutchinson, Head of Client Solutions UK, Voyant.
