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Are you as diversified as you think?

Webinar

About the CPD Course

Outlook for next 10 years and need for diversification, Types of diversification, Most/least considered types of diversification, Example of how diversification can be limited – MSCI World vs MSCI ACWI, Checklist of questions to ask about diversification.

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CPD Provider

Seven Investment Management

Seven Investment Management

Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs and aspirations. We set up 7IM in 2002 because we couldn’t find an investment management service we’d be happy to use ourselves. We look after around £14bn of clients’ investments as well as our own, with more than 300 of our people taking care of it all.
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Other courses from Seven Investment Management

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Is bigger really better

Seven Investment Management

Big companies with established stories and well-known brands can seem safe, familiar and comforting to clients. But how do they measure up in terms of returns? Join us for the next 7IM webinar, where we consider how the strengths of bigger companies stack up against the challenges they face, and the impact on portfolios of focusing on the biggest.
Course type
Webinar
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Finance Finance

Planning and Investing in Times of Political Uncertainty

Seven Investment Management

No one knows what is going to happen with Brexit. No one knows which country is going to face the next crash. But clients’ individual needs don’t change. And they will still look to you for help to navigate the challenges ahead. So how do you plan when outside influences are ever shifting? And how should you be investing when political uncertainty is rife worldwide?
Course type
Webinar
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