Model vs Managed Portfolios
Venue: The Forum, 2 Millennium Plain, Norwich, NR2 1TF
When: Tuesday 13th November 2018
Time: 12.15 - 13.45 (a light lunch will be served in the lobby from 12.15)
In a world dominated by centralised investment propositions, one of the key questions facing advisers is whether to adopt a model or managed approach for clients.
As both have their merits, this session is designed to help advisers understand the key advantages and dis-advantages of each and provide a framework for identifying the best approach for your practice.
The session will be presented by Dan Kemp, Chief Investment Officer (EMEA) for Morningstar Investment Management, a provider of both managed and model portfolios. Dan spent the first part of his career as an adviser and before joining Morningstar, Dan ran a business developing centralised investment propositions for advisers
Learning Objectives:
- To gain an understanding of how model portfolios work and the advantages/disadvantages of adopting them into your CIP.
- To gain an understanding of how managed portfolios work and the advantages/disadvantages of adopting them into your CIP.
- To present a framework to identify the best approach for your practice.
A light lunch will be served in the lobby area from 12.15pm with tea and coffee.
Parking is available at the onsite multi-storey, but please note parking charges apply. Please see The Forums website for more information.
For further information on this or any other of our events please email secretarynii@gmail.com
To book please go to www.cii.co.uk/norwich
Spaces are limited so please book early to avoid disappointment.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.