Investment Management Summit Q1

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!

February 16, 2017


Related Webinars

February 21, 2018 5:17am EST

We all know that past performance is no guarantee of future returns, but by examining historical data of the principle…

February 21, 2018 5:17am EST

In this webcast our senior equity research analysts in energy & financials and healthcare will discuss our outlook for the…

February 28, 2017 11:00am EST

Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors…