Active Asset Allocation + Passive Building Blocks = Superior Net Returns

Presented by

Simon McConnell, Portfolio Manager, Netwealth Investments

About this talk

Join Netwealth’s investment manager, Simon McConnell, as he shares insights into how to ensure you have the best combination of active and passive in your investment approach. The webinar will explore: - How combining active asset allocation with cost efficient implementation can enhance client outcomes - Why a holistic approach to considering clients’ wealth can combine both active and passive holdings within their total portfolio - Key future developments we envisage for the ETF investment landscape About the speaker: Before joining Netwealth in 2016, Simon was a portfolio manager in the Multi Asset team at UBS Asset Management, both in London and Hong Kong. He is a key contributor in the Netwealth investment committee, focusing on idea generation, instrument selection and portfolio construction. Simon is responsible for ongoing portfolio management, monitoring and trade implementation.
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