Model Portfolio / Managed Account Strategic Checkpoint

• Are you responsible for the selection or delivery of a managed account or model portfolio based product or service?
• Are you sure you have considered ALL the options in this rapidly changing environment?
• Are you entirely clear on what are the desired objectives and outcomes of your initiative?
• Are you clear on the positioning of how the investor clients will view your positioning in this new business and operational model?
• Are you really clear on the different legal and licensing structure options?
• Are you sure that your distribution channels may not end up being your competitors?

If the answer to any of the above is ‘Yes’, you may want to consider arranging this half day workshop before you go any further. This questioning and exploring workshop may challenge your current thinking about, and understanding of, model portfolio based products and services, and how the market dynamic is working out. We explore how the use of model portfolios is taking off around the country, which may either endorse your strategy or help you avert costly mistakes before it is too late.

This highly interactive workshop, for business and product managers, is a must if you are about to embark on developing a new model portfolio based product or service. In addition to addressing your top list of issues, the workshop places contextual models around the offering and operating of model portfolio based offers and progresses through a number of subject areas including:

• What are you aiming to achieve?  Why?
• What are the critical success factors? Why?
• What are the objectives and desired outcomes? Whose behavior are you seeking to change? Why?
• What is the philosophy associated with your product or service? What are it’s guiding principles? Are these enough to ensure success? Why?
• Who are your customers? Are you sure? How sure?
• Who are your competition? What are they doing? Are they being successful according to your metrics of success?
• How are you going to position your product? Against your current offerings? Against the competition? Who are the winners? Who are the losers? What will they do about it?
• Who is going to sell your product? Are you sure? How will they feel about this?
• Who is going to support your product? What will they be supporting? Are you sure?
• Who will provide input to your product? Are you sure? What will you do when they create their own products? What channel conflict issues arise?
• How important is client level customisations? Are you sure? How sure?
• Who will operate your investment decision making? What service levels are you going to put in place?
• What licensing options are you considering? What are you not considering? Why? Are you sure?
• What is your budget and timeframe? At what point will you know your product / service is successful? What if it is not? How will you know?
• What business assets do you have in your business already? How can these be leveraged? Are these business units consistent with your objectives?
• What is your operational model end to end? Does it scale? What are it’s limits? Can you control it?
• What alternative models are available? How may these be better?
• How much will your product / service cost? How does this compare to the market and alternative offerings?
• When are you planning to launch your product / service?

For more information and details of schedules and costings of this workshop, please contact us on info@portfoliomasters.com.au