10 years of paddling; under the surface of model portfolios

From a client point of view, model portfolios are an effortless way to invest. But like a swan, there’s a lot of action beneath the water’s surface.

Running a model portfolio is time-consuming ...

…it needs a lot of manual input…

…there’s a lot of operational risk…

…and an increasing regulatory requirement.

And that’s before even thinking about the investment decisions.

It’s been ten years since we started offering the award-winning 7IM Model Portfolios and we’ve learnt a lot along the way.

From the challenges of the operational burden to narrowing down the investments universe, we’ll be sitting down to talk through the most common difficulties faced by advisers on the subject, and how we manage these ourselves.

Join Catriona Reed, Head of Northern England Intermediary, Ben Kumar, Senior Investment Strategist, and Tony Lawrence, Chair of the Models Group, for an engaging and insightful session packed full of useful takeaways.

We hope you can join us for what’s sure to be an interesting virtual event.

You should be aware that the value of investments may go up and down and you may receive back less than you invested originally.