Core Satellite Approach
Core Satellite Portfolio Construction Workshops
With more clients investing more in superannuation now is the time to focus on long-term portfolio construction. In this popular financial adviser workshop, you can hear the latest in portfolio construction research and trends while learning about popular strategies institutional investors use.
Vanguard's portfolio construction workshop series covers:
- trends in portfolio construction
- correlation of assets - diversification and efficient frontier analysis
- the importance of an asset allocation strategy in portfolio construction
- benefits of rebalancing a portfolio
- index funds - how best to use them when constructing portfolios
- value of the core-satellite approach
Advisers who attend the workshop can earn 2.5 FPA CPD points. A further 4.0 CPD points can be obtained by completing 'Additional Readings' available after the workshop.
Specialists from our Technical Services team run the seminars and play a key role in supporting advisers on technical issues relating to portfolio construction and indexing.
Places are limited. Register your interest today. Simply complete your details in the form below and nominate the date and city of the workshop you would like to attend. Refreshments will be served.
Note: Fields with an asterisk (*) are mandatory fields.
| DATE | CITY | TIME | VENUE |
| August | |||
|---|---|---|---|
| Tuesday 17th | Perth | 8.30am - 1pm | Hyatt Regency Perth, 99 Adelaide Tce |
| Wednesday 18th | Bulleen | 8.30am - 1pm | The Manningham, 1 Thompsons Rd |
| Wednesday 18th | Bunbury | 8.30am - 1pm | Sanctuary Golf Resort Old Coast Rd, Pelican Point |
