Research & Due Diligence for Wealth Management Platforms

Thu, 23/01/2014 (All day)
Conducted by: 
Financial Research Associates

Hear the product selection and advisor resource development process of the leading wirehouses, independent and regional broker/dealers, and independent advisor networks in the country!

 

Topics at a Glance:
Current Trends in Research and Due Diligence Organizations
New Risk Metrics for a Changed World
Selecting the Right Indexes and Benchmarks for Performance Measurement and Model Portfolio Construction
Expert Guidance on Research and Manager Selection
From Asset Gathering to Asset Managing: Building Resources for Different Types of Advisors
Hallmarks of an Effective Gatekeeper/Asset Manager Partnership
Outsourcing: What, Why and How
The Art of the Portfolio Manager Interview
Developing Research and Due Diligence Infrastructure for New and Alternative Investments
The Anatomy and Behavioral Science of ETFs
Evaluating Alternative ’40 Act Funds

View the conference brochure here
 
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.

For more information, please contact Whitney Betts at 704-341-2445 or wbetts@frallc.com
 

Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai