Ensure your CIP stands the test of time
Session: 1 October 2020
The last couple of years have been dominated with the run up to Brexit. And then into 2020 along came Covid.
Centralised Investment Propositions (CIPs) are common practice now amongst most adviser firms. According to The Lang Cat, 82% of firms operate one. As the title suggests, how can you ensure that your CIP is future proof and will stand up to the test of time? In line with the regulator, an adviser firm will need to ensure that their CIP is managed, reviewed and continues to meet client outcomes.
On this webinar Cat McInally looked back at the regulatory backdrop, pressures of CIP, and consider the challenges faced. Then, given the increasing use of ‘passive’ solutions, Michael Watt (T&IO) discussed current investment themes and our approach to multi asset investing in the passive space.
This session will help you gain a better understanding of:
- Adviser centralised investment propositions and the challenges faced
- The key regulatory issues impacting on the centralised investment propositions
- The key issues impacting on the investment world
- How evolving capital markets can be captured in multi asset investing
Presenters – Cat McInally – Business Development Manager
Michael Watt – Investment Consultant