When: 13/07/2023 for 8.00am for 8.30am to 9.30am Where: The Radisson Blu Royal Hotel Cost: Members: Free of Charge, Non Members: €50,
Managing Portfolio Change: Understanding the benefits of a transition manager
In this world, change is constant. When adjustments are inevitably made to a portfolio - whether that is to manager line up, strategic asset allocation or incorporating ESG criteria to name a few – how do you manage risk and control costs, while also maintaining investment performance and providing full transparency? At what point does it make sense to use a specialist to take on these responsibilities for you?
Russell Investments in partnership with IAPF will explain the role of a specialist third party ‘transition manager’, examine how a transition manager can add value and explore when it makes sense to use one.
Key talking points:
This event has been allocated CPD hours by the IAPF for on-going trustee training requirements. We received 1 CPD hour from the LIA (LIA16261_2023) in category Savings & Investments. We also received confirmation of CPD from IOB (2023-2902) and the IIPM. If you have a query in relation to CPD, please contact the relevant bodies.
Registration, buffet breakfast
8.30am
Introduction Jerry Moriarty, CEO, IAPF
Q&A and further discussion
Ends
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