Monday, 03 June 2013 11:16
Paul Resnik hosts workshops on portfolio construction
Paul Resnik from Finametrica will be holding three workshops nationwide on emerging trends in portfolio construction.
Mr Resnik, who is director of risk profiling system Finametrica, has been in the UK for the past six weeks away from his base in Sydney, Australia.
The workshops will look at what he has found out during this time and trends in portfolio construction, simplification and engagement.
Mr Resnik said sessions would be most valuable to those financial advisers who are already using Finametrica. It would particularly suit those who want more information about how risk scores should be used in financial plans or how risk scores can be linked to portfolios.
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Sessions will be held in London on 10 June, Edinburgh on 11 June and Manchester on 12 June. All sessions will start at 5.30pm and end at 7.30pm.
The London session will be held at the Hampshire Hotel in Leicester Square, the Edinburgh session will take place at the Dakota Hotel in Queensferry and the Manchester session will take place at Mere Court Hotel in Knutsford.
To book a place to attend, email paul.resnik@finametrica.com stating which session and names of attendees.
Mr Resnik will also be taking questions from attendees and these should be included when booking a place.
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Mr Resnik, who is director of risk profiling system Finametrica, has been in the UK for the past six weeks away from his base in Sydney, Australia.
The workshops will look at what he has found out during this time and trends in portfolio construction, simplification and engagement.
Mr Resnik said sessions would be most valuable to those financial advisers who are already using Finametrica. It would particularly suit those who want more information about how risk scores should be used in financial plans or how risk scores can be linked to portfolios.
{desktop}{/desktop}{mobile}{/mobile}
Sessions will be held in London on 10 June, Edinburgh on 11 June and Manchester on 12 June. All sessions will start at 5.30pm and end at 7.30pm.
The London session will be held at the Hampshire Hotel in Leicester Square, the Edinburgh session will take place at the Dakota Hotel in Queensferry and the Manchester session will take place at Mere Court Hotel in Knutsford.
To book a place to attend, email paul.resnik@finametrica.com stating which session and names of attendees.
Mr Resnik will also be taking questions from attendees and these should be included when booking a place.
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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