InvestSMART

Join our new Smart Investor Sessions

Learn from our experts about managed investment products.
By · 18 Jan 2017
By ·
18 Jan 2017
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At InvestSMART, our primary objective is help you to become a smarter investor.

So, starting as of next week, we will be launching our Smart Investor Sessions, a series of free face-to-face educational sessions run by our in-house financial experts.

They have been designed to help guide you with your overall investment decision-making processes and to learn more about your options in the confusing world of investing.

Learn more about managed investment products

The first round of sessions will focus on how to assess a managed investment product. For many self-directed investors the thought of using a fund manager, exchange-traded fund or a listed investment company has probably crossed their mind. But selecting the right manager can be as difficult as selecting an individual stock.

Each Smart Investor Session will focus on how to assess the people, the process and the product.

When it comes to looking behind the scenes at an investment team, we will look for experience, transparency and key man risk.

The process matters just as much as the people putting it into practice. What we are looking for here is a repeatable process. There is no use in getting a return one year or picking a good stock if you don't know how you did it. The process is also important because a robust process will allow a manager/funds management business to ride out the ebbs and flows of members of the investment team coming and going.

Finally, we look into the way the managed product is packaged and offered. Investors at different points of their journey will have different needs when it comes to flexibility.

We will break down the pros and cons of listed and unlisted investment options so you can narrow down your options.

Register today

Smart Investor Sessions will take place regularly in small groups in our Sydney and Melbourne offices.

For those not in Sydney or Melbourne, or who are unable to attend, we also will be holding a monthly live webcast as well.

To find out the times and dates, and to register, click here to view our new events page on InvestSMART at https://www.investsmart.com.au/events 

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Mitchell Sneddon
Mitchell Sneddon
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