FE Investments: How we manage money - Knutsford

Our Investment Strategist, Ed Margot will provide a transparent and focused explanation of how we manage money.

10 March 2020


Selecting a Discretionary Fund Manager demands a sound understanding of the firms you work with. We would like to invite you to an in-depth presentation on the key elements behind our award-winning investment philosophy and process. 

Our Investment Strategist, Ed Margot will provide a transparent and focused explanation of how we manage money followed by our Quarterly Market Update. The update will look at the current political risks both at home and abroad, what effects they could have on markets and how this could impact your clients’ investments

The event will cover:

  • Our Investment philosophy
  • The process 
  • Case study examples - demonstrating our quantitative fund ratings and qualitative analyst overlay
  • Portfolio optimiser - Leveraging our unique proprietary technology to maximise diversification

8:30 am: Breakfast and registration

9:00 am: Presentation

10:30 am: Tea/coffee break

11:00 am: Market Update

12:00 am: Lunch

Venue: The Mere Golf Resort & Spa, Chester Rd, Mere, Knutsford WA16 6LJ