Timeline Charts 2023

Going back to 1926 to show how inflation, cash, bonds, property, gold, equities and portfolios fared under a wide range of market conditions.

Join Our Discussion Webinar

We're hosting a Science of Investing conference with our friends at Dimensional.

This event is a fantastic opportunity to learn more about Timeline's investment philosophy and the investment approach we share with Dimensional.

We're pooling our collective knowledge and experience to bring you an expert line-up of speakers who will show you how to effectively integrate Timeline into your business - and the many reasons why you should.

The all-day event will also outline the substantial resources, education and support Timeline and Dimensional offer in effective client communication, planning and modelling technology and practice management.

We can't wait to welcome you!

The Agenda

08.30 - 09:15

Breakfast, Registration & Welcome

09:15 - 10:15

Timeline Investing Presentation

10:15 - 11:15

Pursuing Higher Expected Returns: Research & Design

11:30 - 12:15

Dimensional Equity Investing

12:15 - 13:00

Dimensional Fixed Income Investing

13:00 - 14:00

Lunch & Trading tours

14:00 - 14:45

Dimensional Wealth Models implemented by Timeline

14:45 - 15:45

Timeline Planning/Tech Presentation

16:00 - 17:00

Structuring Effective Client Communication

Join Our Webinar

On Thursday 27^th April 13:00 PM, we're hosting our annual Timeline Charts webinar, in which we discussed the core points of the charts. You'll also find out how to get your copy!

Grab A Seat

The Agenda

10:30

Why do we benchmark?

Our CIO, Nicki Hinton-Jones, will kick things off by delving into the reasons behind benchmarking, including examining performance metrics in relation to our goals and the wider market, as well as analyzing what our clients are investing in.

10:40

Inflation-Linked Benchmarks

Next, we delve into the world of inflation-linked benchmarks, examining the differences between CPI and RPI. Discover how Timeline Planning tools can be utilized to accurately benchmark inflation rates and make informed investment decisions.

11:00

Different Index Methodologies

Following on, our upcoming segment will delve into various index methodologies, drawing from our paper on the FTSE vs MSCI.

11:20

WM vs ARC vs IA

Discover the latest findings from our research as we compare the top industry benchmarks: WM vs ARC vs IA.

11:50

Multi-asset Fund Universe

Here we return to our latest Multi-asset fund report, where we delve into how it can be used to compare against the myriad of options available in the market.