Portfolio Creation Done Right

25/06/2021

Online

11:00 am

In this webinar, we cover how to construct your own range of model portfolios. We consider suitable starting points for creating your portfolios and how they can be mapped to your chosen risk profiling tool.

Not only that, but we look at an overview of some basic fund research techniques, including what is required from your firm in terms of hosting investment committee meetings and the ongoing monitoring of the portfolios.

Who’s hosting?

This event is hosted by Alasdair Wilson of The Verve Group.