Overview   

A well-diversified investment portfolio consists of a blend of asset classes. Through an understanding of long-term asset class returns we are able to blend assets in order to give investors the best probability of achieving their long term return objectives.  

In this webinar the presenters discuss how investors can achieve their investment objectives. The presenters will also look at offshore investment opportunities, structures and pitfalls. 

Join Old Mutual's Wayne Sorour and Urvesh Desaui on 18 August 2021 from 10:00 a.m. to 11:00 a.m. as they take you through important long-term investment principles and offshore diversification.  

Learning objectives  

By the end of this event the participant should: 

• Understand investment principles; 

• Understand long term asset class return expectations; 

• Understand why a diversified portfolio makes sense for investors; 

• Understand the difference between asset swap funds and foreign currency denominated funds; and 

• Understand investment opportunities, structures, and pitfalls. 

Content 

  By the end of this event the participant should: 

• Investment principles. 

• Long-term asset class return expectations. 

• Investment portfolio diversification. 

• Why diversify? 

• Asset swap funds vs foreign currency denominated funds. 

• Opportunities, structures, and pitfalls. 

Obtaining your CPD certificate 

  This webinar is free and does not qualify you for CPD hours.  

About the presenters 

Wayne Sorour  (Head, Old Mutual International - Sales and Distribution) 

Wayne matriculated at Grey College in Bloemfontein. He obtained his B.Proc LLB at the University of the Free State and is an admitted attorney as well as a CFP. Wayne joined Old Mutual as a Legal Adviser and has spent many years in the financial services. He currently holds the position of Head of Old Mutual International – Sales and Distribution, and has been working in the offshore market for over 15 yrs.  

Urvesh Desai  (Portfolio Manager, Old Mutual Investment Group) 

Urvesh is the lead Portfolio Manager of our Global Balanced offering. He is responsible for portfolio construction as well as appointing the underlying managers on a best-of-breed approach. He is also the portfolio manager of the Old Mutual Moderate Balanced Unit Trust fund and for over a decade, has been the portfolio manager and architect behind the Multi-Style and Opportunities Global Equity Funds, two multi-managed global equity funds which are top quartile performers. Urvesh contributes as a strategist and analyst to the Global Macro Equity Fund as well as other MacroSolutions’ funds. He was previously responsible for the Namibian multi-asset class portfolios. Urvesh is a qualified actuary and a CFA charter holder. 

Who should attend? 

  The following persons will benefit from attending this webinar: 

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

• Accounting/Auditing Practice Owners; and 

• Interested investors.  

Price 

This webinar is free. 

Steps to register for the event:  

  If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

  By attending this webinar you will be provided with: 

• Summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to me the presenter after the webinar.