Discover Morningstar's new strategic asset allocations
Understand the thinking and analysis behind the new asset allocations and why they are one of the most enlightened and innovative in the market.
Receive tips on the treatment of alternative investments and how to transition to the new allocations
Understand the key inputs for the asset classes
Discover how you can use Morningstar's newly enhanced Adviser Work Station to provide leading edge product analysis to your clients
Learn about the 10 new model portfolios that Morningstar and Strategi have developed for the different risk profiles and client needs, why they have been developed and how they have performed.
Understand how the Morningstar business is transforming to provide value to you, your business and your clients.
Discussions will be lead by Anthony Serhan, CFA, Head of Research, Morningstar Australia and New Zealand. Anthony has 20 years of financial services experience covering manager research, investment consulting and portfolio construction.
This half day is something you cannot afford to miss!
We will be holding the Roadshow at the following locations:
16 October 1.00-5.00pm: Crowne Plaza Hotel, 128 Albert St, Auckland City - Albert Room
17 October 1.00-5.00pm: Chateau on the Park, 189 Deans Avenue, Christchurch - Camelot Room
18 October 1.00-5.00pm: Port Nicholson Yacht Club, 103 Oriental Bay Parade, Wellington
For further information contact Chris Cloete specifying a venue by 10 October 2006, chris.cloete@morningstar.com
or +64 9 915 6771.
