Resourcing Considerations In Operating A Model Portfolio Based 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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Resourcing Considerations In Operating A Model Portfolio Based Business

This half day workshop operated by an experienced managed portfolio business manager is for investment intermediary business managers. The course covers a number of key areas of how best to resource a model portfolio based intermediary business.

Price - $495 (plus GST) per attendee