Global Investment Solutions
1 Mar 2017, 9:30 AM
The Savoy Hotel Limerick, Henry Street, Limerick, Co. Limerick.
March 1, 2017 9:30am - 12:00pm
Investment Seminar in conjunction with PortfolioMetrix and ML Capital. We will also be running through our Morningstar and Dimensional Model Portfolio solutions, as well as demoing our new online reporting tool for advisors.
Key Themes:
- What is a Platform & What Can You Access? Independent Global Investment solutions for the Irish Investor
- Risk management, advantages of a truly diversified multi asset portfolio
- Investment solutions that will guide you to the right mix of active and passive for each client
- What is sequencing risk? Does it matter to your clients? How to manage it?
To access the full agenda and presentation slides please click here.