We’ve just returned from Glasgow where our latest adviser event took place on October 13th. Dr. Paul Kaplan, Morningstar’s head of quantitative research for Europe, and Jackie Beard, director of investment trust research joined the team for a very informative morning of presentations.
Adding value to your service, streamlining your processes and mitigating your regulatory risk were the primary focuses of the Adviser Workstation presentation, which kicked off the morning. These are areas the system can help and advice firm I’m now offering training in these areas as well. If you would like to register for one of these classes, you can here.
Paul Kaplan then spoke about the history of stock market crashes, putting the most recent crash into perspective. Looking at the historic data, these types of events are actually not that rare and need to factor more into current risk models. To view Paul’s presentation slides click here.
Jackie Beard then offered some insights into the current investment trust market and how investment trusts can be a useful tool when construction client portfolios. In an RDR world, investment trusts are likely to play a prominent role in portfolio construction so Jackie is keen to help investors understand investment trusts and see their potential. To view Jackie’s presentation, click here.
Our next event will be in Manchester on November 10th – for a complete list of upcoming events, click the Events tab above.
P.S. I even managed to pick up a souvenir. The scarf, not the kilt.
