About Portfolio Masters

With speakers that have over 20 years in the application of model portfolios in the investment industry, Portfolio Masters is an educational organisation and membership group that together are passionate about helping investment industry participants use model portfolios for service and efficiency improvements.

Providing a combination of group forums, educational and consulting services, Portfolio Masters is like the 'university for model portfolios'. It is unique as it foscusses on generic model portfolio issues not any specific investment product or service.

Portfolio Masters is suitable for investment intermediaries and product managers who are seeking context and operational blueprints into how model portfolios can be used in their businesses. Portfolio Masters participants learn how to reduce operational effort and overhead in the provision of the new era of model portfolio based investment products and services, in order to increase competitiveness and profitability.