DYNAMIC PLANNER ANNUAL CONFERENCE
WEDNESDAY 2 FEBRUARY | 11:00 - 16:00
WEDNESDAY 2 FEBRUARY | 11:00 - 16:00
The 10th annual Dynamic Planner conference took place virtually on Wednesday 2 February.
The conference hosted industry experts sharing their insights on retail investment services and financial planning technology.
Attendees heard from Henry Boucher, head of investment strategy, during the morning and afternoon breakout sessions. Henry presented a clear vision of where we are headed over the next decade and the major themes that will drive investment, including the implications of the transition to sustainability.
Guy Monson, CIO, also took part in the Chief Investment Officers panel debate in the afternoon.
TOMORROW'S WORLD MULTI-ASSET FUND
A diversified multi-asset fund that invests in purposeful institutions which aim to solve people and the planet’s problems profitably, without benefiting from causing harm to the world.
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