Creating and managing an investment proposition – Part 2

Presented by

Paul Tinkler, Insight Manager for Wealth and Protection

About this talk

Join us for the second webinar from our four-part series, creating and managing an investment proposition. This second webinar will focus upon selecting the right investment solutions for your business and remember that you can claim CPD hours if you feel the learning supports your professional development needs. In this webinar we will cover the following learning objectives: 1.How to select and employ investment solutions that include: a. Multi-asset funds b. Model portfolios c. Discretionary Fund Manager portfolios 2.The implications of adopting more or more of the above solutions 3.How Defaqto assesses and rates various aspects of the above

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Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.