Deconstructing Model Portfolios

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  • 34 mins 53 secs

Learning: Structured

In this Akademia learning unit we are looking at the structure and allocations of the managed portfolio service and how exposure to different asset classes vary between them. To discuss this topic, we are joined by:

  • Olivia Geldenhuys, Investment Specialist, Schroders
  • Alena Kosava, Head of Investment Research, AJ Bell

Learning Outcomes:

  • Looking at the different MPS strategies available to investors and the different approaches that can be taken.
  • Asset allocation and varying exposures across portfolios.
  • Understanding client objectives when it comes to building portfolios
Channel: Akademia
London • Harpenden
Tel: +44 (0)1582 764000

New York
Tel: +1 212 661 4111

If you have found this report informative and would like further information please email at [email protected]
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