LEARN REFRESHINGLY SIMPLE WAYS TO DIVERSIFY YOUR PORTFOLIO

Event details:


Brought to you by mFund, our full-day investment seminar will provide you with insights on how to build your investment or SMSF portfolio with greater confidence. You’ll also hear from financial planning experts and professional money managers on the key points to consider when selecting investment assets.

If you are experiencing issues with registration or have any questions, please email events@asx.com.au.

Why attend?

Hear from a range of industry experts and gain insights into some of the key principles of building a robust portfolio – whether you're seeking growth, income or stability. You’ll hear and learn:

  1. Technical update for investors, including SMSFs
  2. Principles of building a robust portfolio: Panel discussion with financial planning experts on what to consider when constructing your portfolio
  3. Insights into goals based investing: Two panel discussions with professional money managers, giving insights on constructing a portfolio that can help to build income or achieve growth, depending on your goals
  4. How you can add mFunds to your portfolio: Take advantage of new global market opportunities, across a range of asset classes, regions and currencies in the same way as investing in shares

You will also have the opportunity to speak directly with the experts over coffee or lunch.

Agenda

8.30–9.00am Registration and morning tea
9.00–9.10am Welcome from ASX
Speaker: Ian Irvine, Head of Customer and Business Development, ASX
9.10–9.50am

Technical Update
SuperConcepts

9.50–10.30am

More than Listed companies and shares
ASX

Topics:

  • ASX as an investment supermarket
  • Differences between ETFs, LICs, mFunds and Exchange Quoted Managed Funds
  • Building a wholly diversified portfolio from products available through the ASX investment supermarket
  • Goal based investing – Income, Growth or other

10.30–10.35am

Break

10.35–11.15am

Financial planners - Panel discussion

Topics:

  • Diversification
  • Investing for Income or Growth
  • Risk strategies
  • Why advice?
  • Budget and what is the next course of action
11.15–11.55am

Investing for Income or Growth - Panel discussions

Topics:

  • Differences in each
  • Where they fit
  • Complementary as opposed to competing
  • Focus on meeting investment goals
11.55am-12.15pm

Broker presentation

Topics:

  • Accessing ASX
  • Investor trends
12.15-1.00pm Lunch
1.00-2:40pm Meet the Manager sessions
2.40-2.55pm Q&A session
2.55-3.00pm Thank you and close
ASX

*ASX reserves the right to adjust the agenda according to speaker availability.

Information

Learn more about mFund prior to the seminar by visiting our website.

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Testimonials

“I didn't know quite what to expect and was pleasantly surprised – a great start for me in getting back into more active portfolio management.”

Source: mFund seminar feedback, April 2016.

“Good presentations. Different aspects of investment portfolio (fixed income, multi-asset etc.) were very beneficial. Thank you for your effort!”

Source: mFund seminar feedback, May 2016.