Portfolio Construction Conference 2008

The first annual Portfolio Construction Conference will provide advisers with the opportunity to explore and assess best practice portfolio construction for your clients.

This essential one-day session takes advisers through a number of case-studies on risk tolerance, client expectations and the essence of asset allocation for retail clients.

 

Highlights

  • Asset Allocation - in theory and practice
  • Managing client expectations of portfolio performance
  • Matching portfolios to client risk tolerance
  • Portfolio review and rebalancing
  • Tax strategy for better portfolios
  • Portfolio Construction tools - too clever by half?

Download Program

 

Please note

8 CE points available -  accredited by IFP

Download Program