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Helping you get the most out of model portfolios

Course and Event Schedule

  • Model Portfolio Master Class
  • Managed Accounts vs Managed Funds
  • Licence Considerations Using Model Portfolios
  • Designing Platform Based Model Portfolio Solutions
  • Administration Considerations for Operating Model Portfolios and Managed Accounts
  • Model Portfolio / Managed Account Strategic Checkpoint
  • Managing Model Portfolios Across Many Platforms
  • Implementing Model Portfolios
  • Getting the Most Out of Model Portfolios For Your Business
  • Resourcing Considerations In Operating A Model Portfolio Based Business
  • Market Positioning of Model Portfolio Based Products and Services
  • Course and Event Schedule
  • Change or Be Changed, The Future of The Retail Investments Industry
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Workshop, Course and Event Schedule

We are currently scheduling a number of courses and workshops thoughout 2009. Currently scheduled events already are:

  • Model Portfolio Masterclass - Thursday 18th June 9am-1pm - Sydney CBD
  • Designing Platform Based Model Portfolio Solutions - Wednesday May 13th 9am-5pm - Sydney CBD
  • Managed Accounts vs Managed Funds - Wednesday 10th June - 8:15-10am, Level 10, 60 Carrington Street, Sydney

We welcome your feeback as to what is important to you so feel free to send comments to info@portfoliomasters.com.au

 

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