About this event
Join us for 60 minutes of expert perspective on what today’s market conditions mean for your clients. You’ll walk away with actionable strategies to address the real risks retirees face – and the confidence to recommend solutions that deliver.
What we’ll cover
- Market backdrop and PruFund performance – what’s happened across markets, where we are today, and how current conditions have influenced PruFund performance
- Managing market concentration risk – understanding how current market themes, including AI-driven market leadership, are increasing concentration risk across regions and markets, and how PruFund’s portfolio construction and diversification approach help manage that risk
- Retirement suitability – addressing longevity, inflation and sequencing risk for clients approaching or in retirement
- Behavioural finance – understanding how emotions and decision-making can affect clients’ long-term investment outcomes
- Performance update – the latest position on EGRs, UPAs and how PruFund is positioned for current market conditions
Attendees will receive a Certificate of Attendance for 60 minutes of unstructured CPD.
Adviser Intelligence Tool
Search Panacea’s library of insight, technical commentary and adviser resources to quickly find guidance on client and regulatory questions.