Events

Investment Day 2020 (Thursday 19th November)

The IBOSS annual Investment Day goes online for the first time.

Tune in to hear from our the team with performance updates on the IBOSS investment solutions, views and opinions on what has been a very volatile year for markets, our plans for 2021 and the very first look at our new Sustainable MPS range.

We also have another industry leading guest speaker lined up, bringing you invaluable insight into his specialised area of the market will be James Thomson of Rathbones.

Register Here

Market Update Webinar (Tuesday 13th October)

Tune in to hear from our Investment Director, Chris Metcalfe and Senior Investment Analyst, Chris Rush, with performance updates on the IBOSS investment solutions.

Our October Webinar will also feature guest speaker, Andrew Stobart, who has been an Investment Manager in the Emerging Markets Team at Baillie Gifford International since 2007.

Our Investment Team will also be sharing their views and insights on the latest developments from around the world that are impacting global markets.

Register Here

Income Focussed Webinar (15/09/2020)

Hear from our Investment Director, Chris Metcalfe and Senior Investment Analyst, Chris Rush. Alongside performance updates of the IBOSS investment solutions, our webinar in September focused on the use of income producing assets within multi asset portfolios.

With the help of LGIM guest speaker Hugh MacTruong, the team looked at;
- The natural income buffer
- A history of the 4% target yield
- The difficulties of diversifying income assets
- The IBOSS Income MPS Range

Watch On Demand

Market Update Webinar (10/08/2020)

Hear from both our Investment Director, Chris Metcalfe and Senior Investment Analyst, Chris Rush, bringing you up to date with all the latest market developments, as well as the most recent performance across our investment solutions.

Watch On Demand

Market Update Webinar (Tuesday 14th July)

Our Senior Investment Analyst, Chris Rush, provides performance updates on the IBOSS investment solutions, as well as sharing his views and insights on the latest developments shaping global markets.

We also had guest speaker Hugh MacTruong, Senior Distribution Strategy Manager at Legal & General Investment Management, join us.

Hugh shared his expert insights into the infrastructure sector and what changes in behavior we are likely to see in the future.

Watch On Demand

Market Update Webinar (Tuesday 16th June)

Our Investment Director, Chris Metcalfe, provides performance updates on the IBOSS model portfolios and OEIC Fund Range, as well as sharing his views and insights on the latest developments shaping global markets.

Our Senior Investment Analyst, Chris Rush, contributes some attribution analysis on global equities and we also had guest speaker Chris Bowie from TwentyFour Asset Management join us to provide some expert views on Fixed Income.

Chris is the lead manager for the TwentyFour Corporate Bond Fund and is a member of the firm’s Investment Committee and ESG steering group.

Watch On Demand

Market Update Webinar (Tuesday 26th May)

Our Senior Investment Analyst, Chris Rush, provides performance updates on the IBOSS model portfolios and OEIC Fund Range, as well as sharing his views and insights on the latest pandemic developments shaping global markets, with a particular insight into the dispersion of returns across various asset classes.

We also had guest speaker Colin Morton from Franklin Templeton join us. Colin is a vice president, lead manager of the Franklin UK Equity Income Fund, specialising in large cap UK equity analysis and investment.

Watch On Demand

10% Drop Rule - Roles and Responsibilities Webinar

In the recent market turbulence, the 10% depreciation notification rule has really been put to the test. We have seen many financial advisers/senior management revisit their approach and consider the roles and responsibilities when setting up partnerships with discretionary fund/investment managers model portfolio services (DFM/DIM's MPS).

Join us and guest speaker Mike Barrett, The Lang Cat's Consulting Director, as we discuss the key regulatory points for research and due diligence, as well as focusing on MiFID II, 10% depreciation, platforms, and the cost and charges disclosure.

We also looked at how financial advisory firms should approach their client agreements with discretionary or model portfolio providers and PI insurers.

Watch On Demand

Market Update Webinar (Tuesday 12th May)

Investment Director, Chris Metcalfe provides performance updates on the IBOSS model portfolios and OEIC Fund Range. As well as a look at some asset class performance over the short term COVID-19 period.

We also had guest speaker James Thomson from Rathbones join us. James has been the lead manager of the Rathbone Global Opportunities Fund for the past 16 years. The fund is one of the top performing funds in the IA Global sector and James provided an insight into how he is managing the fund through the volatile market conditions caused by the global pandemic.

Watch On Demand

Sustainable Investing 2020

We regret to inform you that, due to the Coronavirus (COVID-19) outbreak, we have unfortunately had to postpone our upcoming ‘Sustainable Investing 2020’ event in London on the 17th March.

In the interests and safety of attendees, some of whom had already notified us they were no longer willing to travel through London, and our own staff, we have made the decision to delay the event.

We will be liaising with L&G Investment Managers and Federated Hermes and will be back in touch with a new date as soon as feasible.

We sincerely apologise for any inconvenience caused. Please keep an eye out for an announcement of a rearranged date for ‘Sustainable Investing 2020’.

POSTPONED