PortfolioConstruction Intentions Monitor: online survey

money-management/

9 April 2009
| By Anonymous (not verified) |
image
image
expand image

Money Management invites you to participate in a PortfolioConstruction Intentions Monitor.

Portfolio construction has never been more challenging. To continue to help you meet these challenges, PortfolioConstruction Forum would very much appreciate you spending 10 minutes to participate in this quarter's PortfolioConstruction Intentions Monitor.

It's a quick, 10-minute, online survey (so you can do it at a time and place of your choosing) comprising 20 questions about your portfolio construction behaviours and intentions It is brought to you by PortfolioConstruction Forum, long recognised for helping practitioners build better quality investor portfolios, in association with Money Management.

Your individual responses will be kept totally confidential, of course. Only PortfolioConstruction Forum and Linchpin Research, their market research partner, will have access to your individual responses, and only aggregated responses will be published.

To participate, click here.

Firstly, PortfolioConstruction will share the headline results with you - so you can see how practitioners are tackling portfolio construction issues and consider your approach in that light.

Secondly, you'll go into the draw to receive 1 free practitioner delegate registration for this year's PortfolioConstruction Conference on 26-27 August worth $695+GST (note, travel and accommodation is not included) and a bottle of Penfolds Grange worth over $600+GST.

Thirdly, you'll be helping increase the industry's understanding of how practitioners approach portfolio construction, meaning better solutions for us all in the long run.

We'd very much welcome your participation.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND