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Tuesday, 14th November, 2017

As part of our programme of events to support individual and institutional investors, we had a great turn-out for our recent Trustee Brunch.

The attendees, comprising notable trustees and their professional advisers, were able to hear from James Mahon, our Chief Investment Officer, and also Dr. Ruzhen Li of Enhance Investment Consultancy, our partner for the event.

James took the audience through the trustee’s conundrum of delivering adequate income in a climate of low interest rates and now rising inflation.  He spoke about how to build a balanced portfolio and the impact of government economic interventions.

Dr. Ruzhen Li shared some insights as to investment fundamentals that her consultancy looks for before going on to highlight the EIC approach to assessing investment managers, namely the ‘4P’ model of Performance, Process, People and Price.