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Blue Sky to offer technical structured product sessions to PFS members

Blue Sky Asset Management is offering technical training sessions at two forthcoming Personal Finance Society investment strategy conferences.

The firm will contribute technical training sessions on understanding structured investments, within full day training events designed to assist diploma level advisers in their role managing client investment portfolios.

The BSAM presentation will include an overview of the UK structured products industry and will take an ‘under the bonnet’ look at structured investments. It will also cover counterparty risk and structured investments in portfolio planning.

More widely the conferences will help advisers understand the extent of their role in managing client investment portfolios, including key asset allocation considerations, the pros and cons of offering a discretionary management service, fund manager selection and monitoring, the importance of tax in investment planning and ways of enhancing the value of an advice business post-RDR.

The Conferences will be held on July 9 at the Chartered Insurance Institute in London and July 14 at Edgbaston Cricket Club in Birmingham.


Bureau de change

You could argue that I am at least a year too late in looking at a global currency fund, as currency movements have become increasingly important to investment of late. My apologies but I had not felt there was much on the market worth highlighting. That seems to have changed with the launch of an offshore global managed currency fund from Schroders.

Market legacy

With a global banking crisis more or less averted, it is time to look at solving another puzzle before the housing and mortgage market can recover.

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