Trends in Managed Accounts 2022

Insights From the Investment Trends Report

Following the release of the SPDR ETF / Investment Trends 2022 Managed Accounts Report, we would like to invite you to delve into the data and uncover unique insights on financial planners current and future use of managed accounts.

During the webinar, Investment Trends will explore:

Why adviser are turning to institutional-style investment vehicles to better manage client funds during market volatility
How managed accounts can enhance advisers customer value proposition
The hours per week saved when implementing managed accounts, and how this is translating into benefits for adviser and their clients

US-based Global Head of Practice Management, Brie Williams, will also touch on the implementation considerations, highlighting five key benefits and eight principal elements.

We are pleased to offer CPD points to those that attend.

Speakers

Sarah Brennan

Chief Executive Officer

Investment Trends

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Brie Williams

Head of Practice Management
State Street Global Advisors

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Natalie Grey

Senior Sales Manager
State Street Global Advisors

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H2 Speakers (Bio Photo & Bio Summary)

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