are essentially stewards taking care of their clients’ assets, and as
such, their duty is to:
· Preserve and grow their clients’ wealth over the long term; and
· Ensure that their clients’ wealth can be handed on to the next generation in better
Achieving these objectives requires a holistic view. Stewardship of a client’s investment is not only about financial benefit; it involves the client’s values and preferences, the investment manager’s own values, and even the situation and needs of the surrounding industry and other stakeholders. How can we take a principled, value-based approach to balance these factors and attain the best outcome for everyone?
So, please join us and register your attendance now!
|Date:||18 November 2016, Friday|
|Time:||11.45am to 2.00pm|
|Venue:||Thomson Reuters Auditorium|
|One Raffles Quay|
|#28-01 North Tower|
|Registration Fee:||Complimentary for IMAS members|
This Talk is exclusive to IMAS members only. If you would like to attend this IMAS Lunchtime Talk, please provide us with your designation, contact number and email address and send it to email@example.com.
Please click <here> for the presentation file.