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Managed Accounts Trends, Usage and What’s Next Insights from the Investment Trends Report

Wednesday, 1 May 2024
11:00 a.m. to 12.00 p.m. (AEST)

With more than one in two financial advisers utilising managed accounts, and a further 19 per cent may do so in the future. Join our webinar to hear the growing appeal of managed accounts for financial advisers.

Eric Blewitt, Investment Trends' Chief Executive Office and Sinead Schaffer, State Street Global Advisors' ETF Model Portfolio Strategist, will share insights from the recently released SPDR ETF / Investment Trends 2024 Managed Accounts Report, including:

  • How managed accounts can save time, reduced compliance burden and enhance client engagement
  • Why advisers that use managed accounts for longer have more clients and larger client balances 
  • Summary of the  investment strategies and implementation options to select from 

We are pleased to offer CPD points to those that attend the entirety of the webinar. 

Unable to attend? Register anyway and we'll send you a link to watch the webinar on-demand.

Register to Attend 

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Hear From The Experts

Eric Blewitt

Eric Blewitt
Chief Executive Officer
Investment Trends

Sinead Schaffer

Sinead Schaffer
ETF Model Portfolio Strategist
State Street Global Advisors