Global Investment Seminar & MiFID 2 Update | October 2017
As part of our ongoing offering we are committed to bringing international best practice to the Irish Financial Advisor market. We are therefore delighted to announce that we are hosting an Investment Seminar in conjunction with Morningstar, Fundhouse and PortfolioMetrix in the The Gibson Hotel, Dublin, and would be delighted if you could join us on the day. We will also bring you an update on pending EU regulation and its implications for Irish Financial Advisors.
Key Themes:
- Morningstar – Finding Value in a Low Return World & An update on the current asset allocation within the Global Allocation Morningstar Strategies available on platform
- Fundhouse – Independent and Objective Fund Consultancy
- PortfolioMetrix – Comparing Portfolios & having a Robust Analysis Framework
- MiFID 2, PRIIPS, and its implications for Financial Advisors