InvestSMART
Seminar
PORTFOLIO MANAGER MASTERCLASS: Adding further value to your portfolio
Past event
Event Details
Seminar
Wednesday, 25 October 2017
11:00 AM - 1:30 PM AEST
Location
InvestSMART Sydney Office Level 9, 37 York Street , Sydney, NSW , 2000
Description

This is an in-house seminar, held in our offices at 37 York Street, Sydney, NSW, 2000.

This investor information session will explore how to use the Portfolio Manager to achieve a well-balanced portfolio and select the right investments to help you reach your financial goals, with a focus on InvestSMART’s Separately Managed Accounts (SMAs).

Our product specialists will also run a Portfolio Manager Masterclass, where they will show you how to use our free online Portfolio Manager tool, what the HealthCheck™ is and what your HealthCheck™ score means, and how to use the Portfolio Managers features to optimize your portfolio.

Topics covered include:

  • How to use the Portfolio Manager to help you achieve your goals
  • Features of the Portfolio Manager
  • 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