Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process? What are the common areas of contention and the unexpected challenges that arise in merging portfolios?
Speaker:Andrien Meyers, Treasury and pensions manager, London Borough of Lambeth
Moderator: Laurence Parker-Brown, Institutional content producer, Conexus Financial
The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.
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