A 25-minute watch.

Ben Raven is director at Tavistock Wealth, and in conversation with Andy Brown, chats through the the firm’s approach with its own branded funds and the two key features designed to help manage the volatility of markets as we near the end of a bull run: downside protection and upside capture.

Tavistock Wealth have teamed up with FundLogic / Morgan Stanley to help manage the volatility of their fund offering and provide differing levels of guaranteed downside protection. Ben makes the point that as we continue in one of the longest bull markets in history, the risk of a bear market continues to grow, with history demonstrating that downturns are “short, sharp and brutal” and average “falls of 28%”.

In order to help clients with the extra risks inherent in late-cycle markets, Tavistock offer a range of retail UCITs funds that use put options to provide a hard floor under the NAV of the fund, as well as algorithmic rebalancing to capture upside and manage volatility.

Ben then discusses more broadly their multi-asset, globally diversified, retail fund offering, and the mechanics and robustness of the protection.

More from Ben here in his 3 Questions. We also had David Herne in the podcast studio talking here about why the new CISI adviser qualification is helping him grow his business.