Implementing Model Portfolios

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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Implementing Model Portfolios

This one day workshop is for intermediaries and product managers who are seeking to understand the various ways and techniques that model portfolios can be implemented in various investment products and services. The workshop covers the concepts of portfolio reweighting, portfolio rebalancing, and dealing with exceptions.

Price - $995 (plus GST) per attendee