Tue 20 Feb 2018 (1:00 PM AEDT)
Using the Portfolio Manager to improve your portfolioTrack, improve and optimise your portfolio with InvestSMART
Using the Portfolio Manager to improve your portfolioTue 20 Feb 2018 (1:00 PM - 1:45 PM AEDT)
Join our Head of Portfolio Services, Mitchell Sneddon, for an overview of how to use our free online Portfolio Manager.
He will take you through how to add your assets, what the HealthCheck™ 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
- And have your questions answered
Tue 20 Feb 2018 (1:00 PM - 1:45 PM AEDT)