Managing Model Portfolios Across Many Platforms

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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Managing Model Portfolios Across Many Platforms

This half day workshop covers and discusses a number of issues associated with the management of investment portfolios across many investment administration or custody platforms

Price - $495 (plus GST) per attendee