09/12/2020 Podcasts Back to all News & Insights
Get your summer podcast list ready! Gain some great insights and learn practical strategies to apply to your business. From creating an investment philosophy, managed accounts to managing change and more. You'll be armed with the knowledge to set yourself up for a successful 2021.

As we start to shape our webinar and professional development programme for 2021 we'd love to hear what topics you would like included, so we can deliver a programme that delivers the most value to you. Take our 2-minute survey and let us know your views 

For a full list of our podcasts and interviews with Investment Managers visit our full podcast page


Identifying loss leaders and profit neutral activities

How much time do you spend on your business rather than in your business? In this presentation, we look at ways to identify and evaluate those activities that are not delivering value for your clients or your business. The presentation will cover how to calculate your manufacturing costs, how to identify strategic versus tactical activities and ways to redeploy time spent on tactical activities to more valuable strategic activities.

Building an effective investment philosophy

Praemium’s Head of Investment Managers & Governance Damian Cilmi hosts a discussion on establishing an effective investment philosophy with Activus Investment Advisors’ Founder Robert Talevski and Praemium’s Head of Distribution Martin Morris. During the session, they will discuss the importance of a clearly defined investment philosophy for risk management, business efficiency and client engagement. They will also outline practical steps for developing an effective philosophy or evaluating your current philosophy.


Bridging the platform gap

Praemium’s Head of Investment Managers & Governance Damian Cilmi hosts a discussion on establishing an effective investment philosophy with Activus Investment Advisors’ Founder Robert Talevski and Praemium’s Head of Distribution Martin Morris. During the session, they will discuss the importance of a clearly defined investment philosophy for risk management, business efficiency and client engagement. They will also outline practical steps for developing an effective philosophy or evaluating your current philosophy.


Managing changing for a successful managed account transition

Praemium's Head of Distribution, Martin Morris looks at what change management means to your business in the context of Managed Accounts. He will then look at six considerations for managing change that will aim to give you a framework before starting your transition journey. Finally the presentation will cover the latest research data from Business Health on what a successful transition could actually mean for your business.

Share