Using the Portfolio Manager to identify new opportunities
Past event
Event Details
Webinar
Wednesday, 23 August 2017
1:00 PM - 1:30 PM AEST
Location
This event will take place online.
Description
Join our Product Specialists, Daniel George and Vince Frisina, for an overview of how to use our free online Portfolio Manager™.
They will take you through how to add your assets, what the Health Check™ feature means, and how to identify opportunities to add further value to your portfolio, with a brief look at InvestSMART’s Separately Managed Accounts (SMAs)
Topics covered include:
How to use Portfolio Manager™ to help you optimize your portfolio
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