Smart Investor Session - The keys to selecting the right investments for you
Join InvestSMART's Head of Portfolio Services and Analyst, Mitchell Sneddon as he walks through how to select the right managed investment approach for you and your portfolio.
Mitchell will discuss with you how to assess listed and unlisted funds including dissecting the InvestSMART Separately Managed Accounts (SMAs).
The presentation will cover the steps to assessing an investment:
The people: How to assess the people behind a managed investment & a management team
The process: How to cut through the generic investment spin and look at an investment manager's process to ensure it is robust & repeatable
The product: How to find the right structure. Managed funds, ETFs, Listed Investment Companies and Separately Managed Accounts each have positives and negatives, finding an investment with the right structure and flexibility for your investment stage is crucial
Join our online webcast and have the opportunity to have the questions answered that matter most to you via our Q&A.