Morningstar Managed Portfolio events are complimentary, CPD accredited events which provide an in-depth look at how Morningstar Investment Management manages its portfolios. With breakfast and lunch provided, advisers can learn how behavioural science is incorporated within the processes that underpin Morningstar's Managed Portfolios. These events represent a great opportunity to meet the Morningstar team and get to know more about the various portfolio ranges.
|
Managed Portfolios Roadshow
|
|||
| Location | Date | Agenda | Register |
|---|---|---|---|
| Edinburgh | 23 Jan 2018 | Agenda | Register |
| Guildford | 21 Feb 2018 | Agenda | Register |
| Bristol | 06 Mar 2018 | Agenda | Register |
| Maidstone | 13 Mar 2018 | Agenda | Register |
| Norwich | 15 Mar 2018 | Agenda | Register |
| London | 21 Mar 2018 | Agenda | Register |
| Cardiff | 20 Jun 2018 | Agenda | Register |
| Knutsford | 30 Oct 2018 | Agenda | Register |
| Leicester | 29 Nov 2018 | Agenda | Register |
|
Managed Portfolio Due Diligence Meetings
|
|||
| Location | Date | Agenda | Register |
| London | 28 Feb 2018 | Agenda | Register |
| London | 23 May 2018 | Agenda | Register |
| London | 09 Oct 2018 | Agenda | Register |
For enquiries about Managed Portfolio events, please phone 020 3107 2930 or email us at UKManagedPortfolios@morningstar.com.