Alan Moran
Group Investment Committee Meeting - July 2025
Timeline
30.07.2025
Summarise key developments in the economic landscape and assess their impact on portfolio performance.
Evaluate updated risk mapping strategies in the context of current market and geopolitical challenges
Describe the features and objectives of the new Timeline Funds (subject to FCA approval).
90 minutes
Apply insights from the session to better navigate evolving economic conditions and support client decision-making
Issued to
Alan Moran
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Credential Verification
Issue date: August 5, 2025
ID: 1a549f31-df73-464f-8a7c-7bbee0a04f6c
Issued by
VERIFIED
Timeline
Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!
Type
Webinar
Level
Professional
Format
Online
Duration
90 minutes
Price
Free
Description
By attending, you will gain valuable insights into the latest trends and developments in the investment world, and you will have the opportunity to connect with like-minded professionals from around the world. So mark your calendars and get ready to join us for an unforgettable Virtual Group Investment Committee Meeting!