THIS EVENT IS NOW CLOSED TO NEW REGISTRATIONS
Navigating the challenges of portfolio management can be complex.
‘Portfolio management: through the managed account lens’ is about turning investment philosophy and principles into cost effective portfolios that work for real life investors.
By attending this full day conference for dealer groups, researchers, investment specialists and advisers, you will gain a better understanding of the issues, opportunities and solutions that present themselves in establishing and successfully managing the portfolio component of a managed account.
MONDAY 24 JULY 2017 8:30AM -5:00PM SWISSOTEL MARKET ST SYDNEY
Practical and insightful, you will hear from specialists on all aspects of the managed account portfolio management process, including:
- managed accounts: why they are the fastest growing sector in the Wealth Industry
- how to implement market forecasts within a managed account portfolios
- turning investment return expectations into portfolio construction
- listed investment options in managed accounts - factor based ETFs, active ETFs, XTBs etc
- establishing and running a successful investment committee
- and more....
Cost to attend (incl GST)
For IMAP subscribers
Adviser rate $120
Non advisers (Fund managers etc) $530
Non Subscribers
Adviser rate $240
Non advisers (Fund managers etc) $820