Model vs Managed Portfolios

Venue: The Forum, 2 Millennium Plain, Norwich, NR2 1TF

When: Tuesday 13th November 2018

Time: 12.15 - 13.45 (a light lunch will be served in the lobby from 12.15)

In a world dominated by centralised investment propositions, one of the key questions facing advisers is whether to adopt a model or managed approach for clients.

As both have their merits, this session is designed to help advisers understand the key advantages and dis-advantages of each and provide a framework for identifying the best approach for your practice.

The session will be presented by Dan Kemp, Chief Investment Officer (EMEA) for Morningstar Investment Management, a provider of both managed and model portfolios. Dan spent the first part of his career as an adviser and before joining Morningstar, Dan ran a business developing centralised investment propositions for advisers

Learning Objectives:

• To gain an understanding of how model portfolios work and the advantages/disadvantages of adopting them into your CIP.
• To gain an understanding of how managed portfolios work and the advantages/disadvantages of adopting them into your CIP.
• To present a framework to identify the best approach for your practice.

A light lunch will be served in the lobby area from 12.15pm with tea and coffee.

Parking is available at the onsite multi-storey, but please note parking charges apply. Please see The Forums website for more information.

For further information on this or any other of our events please email secretarynii@gmail.com

To book please go to www.cii.co.uk/norwich

Spaces are limited so please book early to avoid disappointment.

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