How to keep clients happy in a new era for investment portfolios
The ever-evolving investment landscape is shaped by current market conditions, regulation and demand. As such, keeping up to date with these changes is at the forefront of mitigating risk and maximising returns in line with client objectives. The half-day Masterclass will provide insight into achieving continued compliance with the most up to date regulatory analysis, accumulation and decumulation, the ESG landscape and what it takes to overcome the concentration conundrum. Come hear from industry leaders to implement concrete strategies to overcome present-day industry challenges.