Investment Trends 2021 Managed Accounts Report


Date and Time:
On-demand
Duration: 60 minutes


Following the release of the Investment Trends 2021 Managed Accounts Report, join us as we delve into the data and uncover unique insights on financial planners current and future use of managed accounts.

Investment Trends will delve into the data and provide insights beyond the standard report, including:

  • The impact of the market volatility induced by COVID-19. How did managed accounts support planners and investors in this period of extreme disruption?
  • Key considerations to demonstrate client best interest when recommending managed accounts
  • Impact to client value proposition. Managed accounts, for the better, are transforming the way planners work with their clients.
  • The implementation nuances between different segments of managed account users.

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

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Agenda

11.45 Registration
12.00 Presentations
13.30 Close

Date

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Zunfthaus zur Waag
Münsterhof 8
8001 Zurich

Agenda

11.45 Registration
12.00 Presentations
13.30 Close

Date

Lorem ipsum dolor sit amet
Zunfthaus zur Waag
Münsterhof 8
8001 Zurich

Speakers

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Speakers

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets
Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Speakers


Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets

Name Name Name
Senior Multi-Asset Strategist,
State Street Global Markets