The evolution of asset allocation

Date: 03 October 2016


Tracey McNaughton is the Head of Investment Strategies for UBS Australia and New Zealand, and has over 19 years' industry experience. We were lucky enough to have Tracey present at our April '16 adviser webinar on the topic of asset allocation strategies.

During the session, Tracey discussed:

  • The new 'generation' of multi asset diversified funds;
  • The types of investments and asset classes used in real return funds and the need for liquidity
  • The return and volatility experience of investors in multi asset real return funds; and
  • The requirement and importance for greater flexibility in asset allocation.


1. Webinar recording



2. Webinar Slides



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