Industry Insights and Topical Trends Amity & Ninety One Webinar
Автор: Amity Investment Solutions
Загружено: 2023-08-29
Просмотров: 41
Jaco van Tonder from Ninety One Asset Management joins us in studio to share some insights into the health of the financial services industry. Marius and Jaco will also discuss some key trends that influences the business strategies of FSP’s.
Topics covered include:
• The health of the financial advice industry.
• Insights regarding the fee structures of advisors and potential changes going forward.
• Challenges regarding succession planning and the strategies implemented by FSP’s.
Given some hot topics around portfolio construction and investment management, we will attempt to answer the following questions:
• Can you have too much offshore in your client's portfolio?
• Is there a place for hedge funds in a client's portfolio?
• What to consider when evaluating passive and active investment strategies?
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