Engaging an Institutional Investment Consultant with sophisticated investment tools, global knowledge and depth of experience may be key to finding opportunities. In this webinar,
Rebecca Jacques of Mercer and Michael Karagianis of JANA Investment Advisers explain how they resolve key risks that practices face
Moderated by Paul Saliba of Evolutionary Portfolio Services This webinar is FASEA CPD Accredited
Using Case Study examples, the panel will discuss;
• What you get from an institutional consultant
• How will you be serviced – will you be able to build up the sort of personal relationship which you might expect from an individual consultant
• How customisable the portfolios are
• What reporting should you expect
Be part of recognising the advances and achievements of the Finalists in the Managed Account Categories for Licensees, Investment & Innovation Success in the Awards will demonstrate to your staff, advisers and clients what it is that sets your services apart and you’ll have the logos and trophy to prove it. The Virtual Awards Ceremony will take place at 5pm AEST on 27 August 2020 via Zoom
The conferences focuses on the latest technology developments relating to development and efficiency of managed accounts.
This year's theme is "Spolit for Choice - Beset by Risk"
Please join us as our presenters take us through ways to successfully apply technology to deliver improved service to financial advisers for the benefit of their clients.
Registrations will be opening soon for conference attendees
If you have any queries please contact Jenny Phimleut IMAP Events team
P: 02 8003 4147 E: firstname.lastname@example.org