Separately Managed Account Webinar

Name: Separately Managed Account Webinar
Uploaded: 2017-05-21T00:00:00
Description: Finding opportunities to add further value to your portfolio

Finding opportunities to add further value to your portfolio

By InvestSMART · 21 May 2017

By InvestSMART ·
21 May 2017

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Join Daniel George and Vince Frisina, our Product Specialists for this important webinar to find out more about InvestSMART's Separately Managed Account.

This webinar session will show you how to select the right investments to optimise results to build a well-balanced portfolio. This includes identifying which investment vehicle, including InvestSMART’s Separately Managed Account (SMA) is suitable for your risk proﬁle.

We will show you how to use our online portfolio health check to identify potential opportunities to add further value to your portfolio and how to minimise risk and protect your portfolio through diversification and correct asset allocation.

Webinar Details:

2pm (AEST) Wednesday, 7th June.

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Frequently Asked Questions about this Article…

What is a Separately Managed Account (SMA) and how can it benefit my investment portfolio?

A Separately Managed Account (SMA) is an investment vehicle that allows you to own individual securities, providing a personalized investment experience. It can benefit your portfolio by offering tailored investment strategies that align with your risk profile, helping to optimize results and build a well-balanced portfolio.

How can I determine if InvestSMART's SMA is suitable for my risk profile?

During the webinar, Daniel George and Vince Frisina will guide you on selecting the right investments, including InvestSMART's SMA, based on your risk profile. This involves assessing your financial goals and risk tolerance to ensure the SMA aligns with your investment strategy.

What topics will be covered in the InvestSMART SMA webinar?

The webinar will cover how to select the right investments to optimize your portfolio, the suitability of InvestSMART's SMA for your risk profile, using the online portfolio health check, and strategies for diversification and correct asset allocation to minimize risk.

How can I register for the InvestSMART SMA webinar?

You can register for the InvestSMART SMA webinar, which takes place at 2pm (AEST) on Wednesday, 7th June, by visiting the InvestSMART website and following the registration instructions provided.

What is the online portfolio health check and how can it add value to my investments?

The online portfolio health check is a tool offered by InvestSMART to help you identify potential opportunities to enhance your portfolio. It evaluates your current investments and suggests ways to add value, minimize risk, and ensure proper diversification and asset allocation.

Why is diversification important in managing my investment portfolio?

Diversification is crucial because it helps spread risk across different asset classes and investments, reducing the impact of any single investment's poor performance on your overall portfolio. The webinar will provide insights on how to achieve effective diversification.

What are the benefits of attending the InvestSMART SMA webinar?

Attending the InvestSMART SMA webinar will provide you with valuable insights into optimizing your investment portfolio, understanding the benefits of SMAs, and learning strategies for risk management and diversification, all tailored to everyday investors.

Who are the presenters of the InvestSMART SMA webinar?

The webinar will be presented by Daniel George and Vince Frisina, who are Product Specialists at InvestSMART. They will share their expertise on investment strategies and portfolio management.