Seminar
Adding further value to your portfolio
Past event
Event Details
Seminar
Wednesday, 19 July 2017
10:30 AM - 12:00 PM AEST
Location
InvestSMART Sydney Office Level 9, 37 York Street , Sydney, NSW , 2000
Description
This investor information session will explore how to achieve a well-balanced portfolio and select the right investments to help you reach your financial goals.
Our product specialists will show you how to use our free online Portfolio Manager tool, and its purpose-built Health Check feature, to identify opportunities to add value to your portfolio, with a focus on InvestSMART’s Separately Managed Accounts (SMAs).
Our product specialists will show you how to use our free online Portfolio Manager tool, and its purpose-built Health Check feature, to identify opportunities to add value to your portfolio, with a focus on InvestSMART’s Separately Managed Accounts (SMAs).
Topics covered include:
- Building a balanced portfolio
- Identifying suitable investment vehicles for your risk profile
- How to minimize risk and protect your portfolio
- The importance of diversification and appropriate asset allocation
- What are InvestSMART’s SMAs and how can they help you
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