
Join CoreShares for another episode of this educational webinar series designed for IFAs and fund buyers.
You’ll understand the benefits of including passive investments in your portfolio, and you’ll learn exactly how to start using these strategies (if you haven’t already)!
Date, Time & Registration | Featuring | Overview |
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Tuesday, October 12th 2021
Access Recording
11:00 am Password: PassporttoPassive#4 |
Speaker![]() Florbela YatesHead of Investment Consulting and Advisory at Momentum Investment ConsultingHost![]() Gareth StobieManaging Director at CoreShares Investment Managers |
INSIGHTS & ANSWERS: Blending active & passive allocations in a portfolioLearning outcomes:
Access Recording
Password: PassporttoPassive#4 |
Revisit previous sessions in the renowned Your Passport to Passive series, recorded and available below for your convenience:
Recording | Featuring | Overview |
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Access Recording
Password: PassporttoPassive#1 |
Speaker![]() Chris RuleCoreSharesHost![]() Gerbrandt KrugerMorningstar Investment Management |
What is Passive Investing and why are so many investors converting?Learning outcomes:
Access Recording
Password: PassporttoPassive#1 |
Access Recording
Password: PassporttoPassive#2 |
Speaker![]() Victoria ReuversMorningstar Investment ManagementHost![]() Gareth StobieCoreShares Asset Management |
How and why do professional fund buyers blend passive strategies into portfolio construction?Learning outcomes:
Access Recording
Password: PassporttoPassive#2 |
Access Recording
Password: PassporttoPassive#3 |
Hosts![]() Michelle NothCoreShares![]() Debra SlabberMorningstar Investment Management |
The changing role of the modern financial advisor: Tools and TipsLearning outcomes:
Access Recording
Password: PassporttoPassive#3 |