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Tuesday, 9 October 2012, 15:00 HKT/SGT
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Source: marcus evans Summits
Maximising Investment Returns by Selecting the Right Asset Mix
William Drake, Co-Founder, Lord North Street, a keynote speaker at the marcus evans UK Investors Summit 2012, shares strategies for selecting optimal asset classes for eclectic investors.

London, Oct 9, 2012 - (ACN Newswire) - Investors willing to handle short-term volatility can aim for investments in high returning assets, says William Drake, Co-Founder, Lord North Street. Those comfortable with less risk and seeking a more protected environment, should choose less volatile assets.

A keynote speaker at the marcus evans UK Investors Summit 2012 in London, UK,
8 - 9 October, Drake speaks on maintaining liquidity in a portfolio and managing funds for the coming generations.

- What asset selection processes return maximal results and how can risk be averted?

An investor's risk appetite determines the ultimate success of the asset selection process. The starting point is considering where certain assets currently stand in terms of return, against their very long term average performance. A strategic asset allocation suiting the risk profile of an investor can then be built. Investors ready to handle short-term volatility, can select the most return-generating asset classes, while those comfortable with less volatility, would be better off with safer assets. The latter investors have more protection but when markets become more bullish they will inevitably miss out on the first market rise.

- Do you have any advice for selecting investment managers?

Focusing on the performance of managers in different market circumstances shows their degree of talent and can help sieve a potential list of professionals. An analysis process should then be performed to determine each manager's skills. When these have been identified, an interview will establish whether the way they say the money is managed matches the performance numbers found during research analysis.

- What investment strategies should UK investors consider to maintain liquidity in a portfolio?

Traditional asset classes maintain maximum liquidity, whereas alternatives almost always have restricted liquidity. When considering an investment strategy with good liquidity large capital equities should be part of the mix, and they offer immediate marketability. Corporate bonds could also be included, but they may well become less liquid in the event of another credit crunch. Investors who are waiting for markets to fall and opportunities to emerge should retain plenty of cash for deployment at lower levels with the expectation of attractive returns in the long run.

- How can a private investment portfolio be managed to provide satisfactory funds for future generations?

To beat inflation over the coming generations one should try to buy undervalued, good quality assets. At the moment high quality equities in the developed world, particularly in Europe, should be a major part of the mix. Investors not afraid to suffer short-term setbacks should invest in high quality income producing companies, especially those that are currently being successful in selling their products to the developing world.

Government Bonds are currently showing a negative return so they are not attractive for the long term; although they can be considered as an insurance policy against short-term instability and market shocks.

- What pension fund models can you suggest for maximum performance and minimal liabilities?

One way in which pension funds are attempting to match their future liabilities with their assets, is by investing in theoretically "safe" asset classes, such as Government Bonds. On the other hand, the returns will be low and if there is a burst of inflation, their value will decrease substantially and they will not be seen as so safe. In practice, they will need to take on some risk and invest in genuinely wealth generating assets to meet their objectives.


About the UK Investors Summit 2012

This unique forum will take place at the Wyndham Grand London Chelsea Harbour Hotel, London, UK, 8 - 9 October 2012. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit will feature presentations on making highly dynamic investment decisions to boost existing capital, the rebalancing of portfolios, and the impact of the Eurozone crisis on the UK economy. For more information please send an email to info@marcusevanscy.com or visit the event website at www.ukinvestorssummit.com/WilliamDrakeInterview.

The Investment Network - marcus evans Summits group delivers peer-to-peer information on strategic matters, professional trends and breakthrough innovations.
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Please note that the Summit is a closed business event and the number of participants strictly limited.


Contact:
Maria Gregoriou
Journalist, marcus evans, Summits Division
Tel: +357 22 849 400
Email: press@marcusevanscy.com


Topic: Research / Industry Report
Source: marcus evans Summits

Sectors: Daily Finance, Daily News
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