How to build an investment process

Presented by

Derek Bradley, Panacea Adviser & Geoff Mills, RSMR

About this talk

Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers. There are numerous benefits of building a structured investment process, including: •More time spent with clients •A consistent and repeatable approach •Cost efficiency •Reduced regulatory risk •A more successful business The ‘How to build an investment process’ webcast will provide you with some ideas on how to add some rigor to your Centralised Investment Process in order to get the most out of your business. We will clarify some of the FCA guidance within this area and demonstrate real, practical solutions to deal with it. The webcast will run through the research and due diligence that is expected of you and provide examples of how to do it, so you are well prepared and resourced to do a good job. It will also cover off an investment matrix and investment committee oversight. This thorough, best-practice session will be of real value to you and your firm and not one to be missed!

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