James Monk, Investment Director, reviews the performance of FutureWise against our benchmarks and celebrates the third anniversary of the FutureWise Target Date Funds. Vivian Liu, Portfolio Manager, provides an update on the progress of accessing private assets and shares some examples of the interesting investments.

James Monk, Investment Director, assesses the performance of FutureWise against our benchmarks and updates on the integration of private assets into the investment strategy. Jihad Younan, Client Solutions Director, provides insight on the asset allocation process and the findings from a recent review.

James Monk, Investment Director, reflects on the performance of FutureWise against the challenging market backdrop caused by Liberation Day and global tariffs. Hear how governance has come to the fore and private assets are being added to the investment strategy to provide further diversification.