1
Type Speaker CPD Hours Level
3 IntroductionInformation

Introduction

This live broadcast will look at asset management from the perspective of one of the sector’s key clients - SMEs.

SMEs are commonly net savers rather than borrowers. Typically, they have about a quarter of their savings with asset managers rather than in bank accounts.

The session is aimed at advisors of SMEs and those new to asset wealth/management.

What You Will Learn

This live and interactive session will cover the following:

  • Investing in Funds - Pros
    • Returns v cash
    • Diversification
    • Risk reduction
    • Regulations
    • Fund supermarkets
  • Investing in Funds - Cons
    • Absence of FSCS protection
    • Liquidity risk (Woodford case)
    • Market crashes
  • Funds for SMEs
    • Money market funds
    • Asset allocation
    • Liquidity
    • Fees
  • Funds for SME Owners
    • Active or passive funds?
    • The rise of Exchange Traded Funds - ETFs
    • Equity and bond allocations
    • Robo funds
    • Fund wrappers (pensions, ISAs, SIPPS)
    • Specialist funds - VCT, EIS, alternative investment funds
  • Choosing a fund
  • Warning signs

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Book now

Added to basket

Learn Live | 28.04.2020

N/A | 11:30am - 2:30pm


An Introduction to Asset Management & SMEs

Checkout
Continue Shopping
Apr
28
2020
 
11:30am - 2:30pm

Add
Prices (ex VAT)
Smart
Plan Information
Season
Ticket Information
Standard
£108
£120
£240
Group bookings
Discounts are available for multiple places. If you have 5 or more people interested in participating in this virtual learning session please email us at information@mblseminars.com for more information.

Related Events