Summary of the session
60 minutes structured CPD
Learning Objectives
- Support a clear understanding of the different approaches to accessing discretionary investment management –
- Bespoke
- Managed v tailored
- Platform MPS V Unitised DFM.
- Advantages and disadvantages of using discretionary investment management.
- Where and who has the on-going suitability responsibility with regard to the underlying client?.
- Is volatility a good measure of risk?.
- True costs in each approach and how this impacts on outcomes – gross & net variations.
- Measuring outcomes – some common and less common DFM benchmarks.
Assessment
Pass level is 75%
Format
Simply view the slides below and login/register when you are ready to take the assessment.