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CoreShares Think Indexing Convention 2022 | Efficient Portfolio Solutions
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Learning: Knowledge
Join Chris Rule (CoreShares’ Head: Product and Client Solutions) as he explores 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
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