Model Portfolio Master Class

This unqiue half day course and workshop covers all aspects of the construction and use of model portfolios in investment products and services. In the master class we cover off several different types of model portfolios, how model portfolios can be used in various ways, and how model portfolios can be used as the basis of investment products and services. We address commonly asked topics such as:

• What are model portfolios ?
  
• What is needed to use model portfolios ?
  
• Why use model portfolios - what are the practice benefits ?
  
• Where are model portfolios used ?
  
• When are model portfolios used ?
  
• Where do I get model portfolios from ?
• How are model portfolios used ?
• Benefits of model portfolios in managing client portfolios
• Different type of model portfolios
• Advanced model porfolios
• Where to from here

This is an opportunity for investment industry professionals to rapidly get a solid understanding of the concepts and practical benefits of model portfolios and how they can be used in their businesses.

The workshop also includes adequate time for interactive disucssion andcase study to assist participants with specific situations that they may be considering.

Price - $495 (plus GST) per attendee