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Adviser portfolio case studies using investment companies - Part 1

This session is the first of two parts that will include examples of advisers’ real portfolio models and identifying best practice, investment risks of different asset classes in the closed-ended sector, and illiquid assets and the data needed to assess them. This will also cover gearing, discounts and the closed-ended structure, and their usefulness when creating a client’s portfolio, best practice when searching for investments that meet specific needs such as income, and how certain investments fit within different client scenarios, such as a planned event in ten years’ time, or retirement in 30 years.

The regulator requires you to demonstrate an understanding of the principles of investment planning. This two part session covers asset allocation and portfolio construction: Stochastic modelling, Strategic and tactical asset allocation, Stock and fund selection, Diversification by sector, geographical area and currency, Main fund management strategies and styles, Costs, ongoing charges, Total Expense Ratios (TERs), Portfolio Turnover Rates (PTRs), Selection of products, tax wrapper and services, Provider selection and due diligence, Recommendations and suitability
Recorded May 16 2013 60 mins
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Presented by
Jacqueline Lockie, Head of Training, AIC
Presentation preview: Adviser portfolio case studies using investment companies - Part 1

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  • Title: Adviser portfolio case studies using investment companies - Part 1
  • Live at: May 16 2013 1:00 pm
  • Presented by: Jacqueline Lockie, Head of Training, AIC
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