PortfolioConstruction Intentions Monitor: online survey


Money Management invites you to participate in a PortfolioConstruction Intentions Monitor.
Portfolio construction has never been more challenging. To continue to help you meet these challenges, PortfolioConstruction Forum would very much appreciate you spending 10 minutes to participate in this quarter's PortfolioConstruction Intentions Monitor.
It's a quick, 10-minute, online survey (so you can do it at a time and place of your choosing) comprising 20 questions about your portfolio construction behaviours and intentions It is brought to you by PortfolioConstruction Forum, long recognised for helping practitioners build better quality investor portfolios, in association with Money Management.
Your individual responses will be kept totally confidential, of course. Only PortfolioConstruction Forum and Linchpin Research, their market research partner, will have access to your individual responses, and only aggregated responses will be published.
To participate, click here.
Firstly, PortfolioConstruction will share the headline results with you - so you can see how practitioners are tackling portfolio construction issues and consider your approach in that light.
Secondly, you'll go into the draw to receive 1 free practitioner delegate registration for this year's PortfolioConstruction Conference on 26-27 August worth $695+GST (note, travel and accommodation is not included) and a bottle of Penfolds Grange worth over $600+GST.
Thirdly, you'll be helping increase the industry's understanding of how practitioners approach portfolio construction, meaning better solutions for us all in the long run.
We'd very much welcome your participation.
Recommended for you
Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out.
The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016.
The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation and education standards.
With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved client segment.