Investment Solutions Roadshow | Having a second investment framework in volatile times

CPD Points: 0.80


When unsettling events such as the COVID-19 outbreak and market volatility dominate the news, it's natural for your clients to question and second-guess their investment strategy. Now more than ever it's important to help your clients persevere in the face of this market uncertainty and stay the course of their investment journey to achieve their financial goals. Morningstar want to support you in your conversations with clients to ensure they continue to remain focused on the quality financial strategy you have put in place to achieve their financial goals. We will discuss the current market volatility and how a sound intellectual framework of losing less in a down markets is crucial for building wealth over the long term.

Presenter: Clint Abraham – Morningstar Investment Management

  • 12:20 pm - 1:10 pm
    0.80 CPD Point