Schroders Navigator
Schroders Navigator offers focused investment training for professional advisers.
We provide a range of seminar modules and guides, covering core and topical investment issues. These have been designed to help advisers enhance their investment understanding and further develop practical skills.
We provide an overview of the current investment backdrop and give our views on the outlook for the global economy and investment markets. This can be a useful input to the process of helping your clients to reach informed investment decisions.
The agenda covers:
Lessons from history
Looks at past patterns of returns from major asset classes across economic cycles.
Leading indicators
Focuses on a number of key statistics to explain the current state of the economy.
The road ahead
Examines the challenges going forward with an assessment of risks and opportunities.
Economic forecasts
Schroders' forecasts for growth, inflation and interest rates.
Value in markets
Schroders' views on where there is value in major asset classes.
We put the current economic environment in the UK in context and consider the options available to investors to meet income needs, minimise the risk of further significant losses and position themselves for recovery.
The agenda covers:
Economic background
A brief overview of the economy, looking at a number of key indicators.
Where now for markets?
An assessment of prospects for the major asset classes in light of the current economic backdrop.
Meeting client objectives
Sets out a range of investment opportunities to meet key client objectives.
In a low interest rate and low inflationary environment, investors are increasingly looking for ways in which to gain a better income. We analyse the options available to investors and the various choices available.
The agenda covers:
Why there is a focus on income
An overview of short term and longer term factors driving the search for income.
Investment options
Opportunities in equities, fixed income and enhanced income products.
Tax efficiency
Maximising income through investing in a tax efficient way.
We give a comprehensive overview of fixed income investing, covering the key features and benefits of bonds and their practical application within portfolios.
The agenda covers:
Overview
The different types of bond, how they are structured, why they are issued and by who.
Key features
An explanation of key fixed income concepts including coupon, yield, yield curve, duration, credit spreads, credit risk, defaults.
Pricing and trading
Factors affecting bond prices in the market.
Managing a bond portfolio
An overview of managing bonds across the economic cycle.
Provides a global overview and outlook for bond markets.
The agenda covers:
The economic background
A brief overview of the economic backdrop and its impact on bond markets.
Market review
How bond markets have performed and the key factors that have driven performance.
What next?
Sets out the opportunities and risks for fixed income investing
Themes for the future
Schroders views on key themes for the future in fixed income.
There is a multitude of data available to help evaluate and assess investment funds. We take a practical approach and focus on key metrics which can be used to analyse underlying factors that drive performance, explaining how these can be applied to selecting funds.
The agenda covers:
Key steps to meeting client needs
Where fund selection fits in the investment process, TCF requirements.
Fund selection process
How to arrive at a preferred fund through a structured process using quantitative and qualitative techniques.
Fund selection tools
Explains key fund analysis measures including tracking error, information ratio, Sharpe ratio, alpha and beta and R2.
Provides an overview of industry sources for quantitative and qualitative analysis.
This presentation provides an overview of asset allocation, explaining its central role in meeting investors’ needs and detailing the key stages of the asset allocation process.
The agenda covers:
Asset allocation overview
Describes where asset allocation fits in the investment process and its central role in determining portfolio returns.
Diversification across asset classes
Explains the theory behind diversification and key concepts such as correlation and the efficient frontier.
Asset allocation process
Describes the four phases of the asset allocation process, from the choice of asset classes to the selection of specific funds/securities
Multi-asset investing using alternatives has become the preferred approach of many institutions and high net worth individuals. This presentation provides an overview of the main alternative asset classes and explains how they can be used in portfolios to improve diversification and enhance long-term return prospects.
The agenda covers:
Why multi-asset investing?
Explains how investing in alternatives can increase diversification, providing potential to achieve a similar level of return to equities with lower volatility.
What are alternatives?
Provides an outline of the characteristics of the main alternative asset classes, including commodities, property, infrastructure, hedge funds and private equity.
Multi-asset investing in theory
Explains the theory behind multi-asset investment, illustrating the enhanced range of investment opportunities and the diversification benefits.
Multi-asset investing in practice
Provides some examples of multi asset investing working in practice from Schroders' fund range.
This presentation provides an overview of the demographic challenges faced by society and explains the role the investment industry has to play in meeting them
The agenda covers:
Current outlook
Observations on future demographic projections including population size, population age and life expectancy
How the outlook affects our future
Pension liabilities, health liabilities, the impact on GDP growth
What can be done?
An overview of solutions for governments & investment managers
Is it better to select an active or passive investment approach? In this presentation we provide an overview of the polarised debate between advocates of each approach and the options available to your clients.
The agenda covers:
Market overview/current state of play
Why the Retail Distribution Review is likely to drive growth in use of passive funds.
Active and passive options explained
A detailed overview of active and passive investment options.
Theoretical background
Outlines the key points in the active/passive debate and puts them under scrutiny.
Making the right choice for your clients
Selecting the right investment option to meet specific needs.
Watch the presentation, take a brief CPD quiz and receive a CPD certificate
For more information, contact your Schroders' representative.
Schroders Navigator investor guides
Aimed at retail investors, these concise guides cover aspects of long-term investment.