CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

CPD Certification
CPD course
What advisers asked

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Post learning assessment

After reading or viewing the CPD resources associated with this course, test your understanding by taking our short four question assessment. Please take the time to think of your answer and then review the correct answer to see if you got it right.

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Claiming your CPD certificate

Once you have taken our short assessment, you can claim your CPD certification by filling out the available form.

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CPD Resources

Learning objectives

1 To be able to explain what 'blending' is within a Centralised Investment Proposition.

2 To be able to articulate how investment 'style' can have an impact on a client's investment journey and outcome.

3 To understand what poor practice looks like when it comes to blending multi-asset products within a CIP.

4 To be able to recognise what good practice looks like when blending multi-asset products within a CIP.

5 To understand what one of the biggest current risks of over-concentration within a CIP is.

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Post learning assessment

Test your knowledge by taking our assessment below. Then claim your CPD certificate.

Question one

Without blending, what are you opening yourself up to?

Reveal answer

Exaggerated patterns of returns

Question two

What example did Paul provide for what 'poor practice' looks like when it comes to blending multi-asset products within a CIP?

Reveal answer

Too much exposure to US, Large-Cap Growth Stocks after years of them performing well

Question three

Ideally what do you want to have exposure to when an asset bubble bursts?

Reveal answer

Quality companies

Question four

Which bias should you be wary of when blending multi-asset funds together?

Reveal answer

Recency bias

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
September 8, 2025
40 min watch

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
September 8, 2025
40 min watch

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
No items found.

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
Time:
40 min watch
Register to watch
Sign-up on Brighttalk

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
00 Month 2024
Time:
40 min watch
Register to watch
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Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
No items found.
September 8, 2025
40 min watch

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

CPD course
What advisers asked
September 8, 2025
40 min watch

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
September 8, 2025
40 min watch

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
September 8, 2025
40 min watch
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


CPD Certification

This resource is part of a CPD accredited course

See CPD course
Save this resource
Download PDF
Date:
Time:
40 min watch
Location:

Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

CPD course

How to blend multi-asset products within a CIP - and why now is a particularly important time to get this right

Join Simon Evan-Cook and Paul Ilott in an expert-led session aimed at financial advisers seeking to optimise their Centralised Investment Proposition (CIP).

CPD course
What advisers asked
September 8, 2025
40 min watch
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Presented by Simon Evan-Cook of Downing Fox and Paul Ilott of Scopic Research, this expert-led session explores the concept of "blending" — combining different multi-asset products to achieve balanced risk, diversification, and alignment with client goals.

Against a backdrop of evolving markets and heightened risk of over-concentration, Simon and Paul explain how understanding investment styles, identifying good and poor practices, and making strategic product combinations can improve client outcomes and strengthen advisory propositions.

Watch the video and complete the questions below to obtain 40 minutes of CPD; the certificate form can be found here.

If you’d like to learn more about our approach or the Downing Fox Funds, visit our webpage or get in touch.

View the MGTS Downing Fox Funds on Scopic Research's website.

Sign up to the Fox mailing list.


Important notice

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.


Claim your CPD Certificate

Complete the form below to secure your Continuing Professional Development (CPD) certificate.

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