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CoreShares Think Indexing Convention 2022 | Efficient Portfolio Solutions


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.

Efficient Portfolio Solutions

Learning outcomes:

  1. Understand the rationale for outsourcing parts of the portfolio implementation process
  2. Unpack how to focus your expertise and resources on the areas that give you an edge over your competitors
  3. Learn how to provide cost-effective and best-in-class solutions for your clients by partnering with the right service providers
  4. Work through case studies to see how BCI, Outsurance and Genera have used this method successfully



Asset Classes