InvestSMART Forum 2017 - Sydney

Actionable Ideas for Diversification

Is your portfolio diversified enough to manage risk and help you reach your financial goals?

Diversification is arguably one of the most important factors in helping mitigate risk in your portfolio and achieve your financial goals.

This year's InvestSMART Forum focused on investment and diversification strategies. Our analyst team and CEO, Ron Hodge, explored where the gaps are in most investors' portfolios that detract from overall portfolio health. They also discussed some of the stocks in InvestSMART's investment portfolios, as well as a range of exchange traded funds (ETFs) that the team use to gain exposure in the harder-to-access asset classes.

Agenda

1. Staying the course is not easy - A 5 step plan to reach your goals - Ron Hodge, InvestSMART CEO;

2. Putting the value in your portfolio - Gaurav Sodhi, Deputy Head of Research;

3. Smaller companies can play a part in achieving your goals - Alex Hughes, CFA, Senior Analyst; and

4. Q&A: Ask your specific questions to our panel of analysts and experts.

 

Click here to download a copy of the presentation slides from the day.


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