A portfolio is only as good as the sum of its parts

Angela Ashton, Michael Furey, Chris Hestelow, Scott Welch  |  21 August 2024

Wealth management is in a post-product, post-service stage of development – it is now a design industry. In a highly competitive marketplace, where products are widely and cheaply available, offering a differentiated experience means delivering best-of-strategies solutions for specific client needs. This session explores key challenges and opportunities in multi-asset, multi-manager portfolio construction that practitioners should be thinking about, given the whole is greater than the sum of its parts!

Session

CE/CPD hours

If you missed attending this ...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

Forum Fodder 05 Jul 2024

What's new with our live and on-demand continuing education, accreditation and certification programs.

Graham Rich

Quarterly CE alert! Jun 2024

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

Graham Rich
Finology

Short Course: Behavioural Finance - Investment Decision-Making

Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

| | |