Advanced Investment Solutions (AIS) is opening its doors on its next investment meeting (on 20 May 2013) so all NZ advisers can witness live the investment decision-making process and framework – the factors that are analysed, the nature of the discussions and the formulation of an investment strategy. The webinar meeting will be led by Andrew Couch, AIS Investment Manager.
As a part of the strategic discussion, AIS have invited Harbour Asset Management’s fixed income team to the meeting to address the fixed income market outlook and to analyse the drivers of fixed income markets at the current time.
The meeting will also compare the views of Tim Farrelly (farrelly’s Strategy) and Lukasz de Pourbaix (Head of Consulting, Lonsec) in terms of the effects on the AIS asset allocation models. There will be questions from the AIS panel and webinar participants (questions need to be submitted to acouch@i3mp.co.nz prior to 17 May).
AIS have also received approval to offer 3 hours of structured CPD training to attendees that participate in the webinar, and complete the pre-reading an online assessment following the webinar (subject to this learning meeting the personal professional development needs of the attendee).
All attendees will also receive a copy of farelly’s Proactive Asset Allocation Handbook.
This one-time opportunity from AIS is available at no cost to all NZ advisers – whether a member of AIS or not.
Click here for more details about the AIS Investment Strategy Webinar (time, speakers, what you will learn, etc).
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