Getting the Most Out of Model Portfolios For Your Business

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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Getting the Most out of Model Portfolios for your Business

This half day workshop for managers of intermediary businesses covers a variety of subjects in how model portfolios can be used to increase client service, profitability, risk management and investment performance in your business.

Price - $495 (plus GST) per attendee