24Apr

Using the Portfolio Manager to improve your portfolio

Track, improve and optimise your portfolio with InvestSMART

Using the Portfolio Manager to improve your portfolio

Tue 24 Apr 2018 (1:00 PM - 1:45 PM AEST)

Join our Head of Portfolio Services, Mitchell Sneddon, for a detailed look at 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

What

Webinar

When

Tue 24 Apr 2018 (1:00 PM - 1:45 PM AEST)