InvestmentsDec 12 2017

Why governance is important for managed investment solutions

  • To understand what is a managed investment solution.
  • To learn how various directives such as Mifid II affect such investment portfolios.
  • To list ways in which to assess managed investment solutions.
  • To understand what is a managed investment solution.
  • To learn how various directives such as Mifid II affect such investment portfolios.
  • To list ways in which to assess managed investment solutions.
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Why governance is important for managed investment solutions

Governance functions and structures form an important element in the regular activity within our core company financial strength assessments and also when carrying out product/investment proposition assessment work.

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