Explore the key to efficiency in building robust, cost-effective solutions in a competitive market by comparing examples within the investment management world to well-known corporate success stories like Apple.

Learning outcomes:

  • Understand the rationale for outsourcing parts of the portfolio implementation process
  • Unpack how to focus your expertise and resources on the areas that give you an edge over your competitors
  • Learn how to provide cost-effective and best-in-class solutions for your clients by partnering with the right service providers
  • Work through case studies to see how BCI, Outsurance and Genera have used this method successfully

Speaker:

Chris Rule

Head: Product and Client Solutions, CoreShares
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Prior to CoreShares, Chris spent time at Grindrod Bank where he was primarily involved in balance sheet projects and fund management. He was instrumental in the development and growth of Grindrod Bank’s ETF business (the precursor to CoreShares) and is currently responsible for product development, research and all capital markets activities. He has over 10 years’ financial services experience across investment management and investment banking. Chris holds a B.Comm.Hons (Financial Analysis), and is a CFA charterholder.
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This session was part of the agenda for the acclaimed CoreShares Think Indexing Convention 2022. For more recorded sessions from convention, you can explore:

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