The inputs from the Asset Class Outlook Roundtable determine a headline Dynamic Asset Allocation (DAA) Growth/Defensive split for the coming 12 months, based on the 60/40 Neutral Asset Allocation (NAA). diverse panel of asset allocation experts discusses and debates key asset allocation and implementation decisions with reference to the NAA and within the context of the headline DAA Growth/Defensive split. The Investment Committee (Summit delegates) votes as the asset class decisions are being debated. Once finalised, the Investment Committee’s views (as expressed by the voting) then determine the DAA for the hypothetical portfolio for the coming 12 months.

Tim Farrelly, Andrew Clifford, Angela Ashton, David Wright, Scott Welch