Why now is the right time for portfolio optimization?

Optimizing your clients’ portfolios is no easy task given the current backdrop of political and economic uncertainty, question marks about hitting the bottom of the market, and concerns over persistently low interest rates.

These are not challenges faced by Canadian investors alone, but by all investors globally. Now and for many years to come, advisors and asset managers will play a key role in the success of investors looking to improve the overall outcome of their investment portfolios.

In this webinar that aired live on Monday, August 17, 2020 at 1:00 pm ET, find out how our Manulife Investment Management’s experts navigate these challenges and can help to support you and your clients find investment opportunities in all market conditions.

Moderated by: Philip Petursson, Chief Investment Strategist and Head of Capital Markets Research, Manulife Investment Management
Presented by: James Robertson, Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, Manulife Investment Management

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

If you attended the live webinar on Monday, August 17 at 1:00 pm ET, you will receive an email notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

For those who missed the live webinar on Monday, August 17 at 1:00 pm ET, the recording is also available on CE Corner. You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please see below or contact continuing.education@Newcom.ca

Philip Petursson

Chief Investment Strategist and Head of Capital Markets Research, Manulife Investment Management

James Robertson

Senior Managing Director, Senior Portfolio Manager and Head of Asset Allocation Canada & Global Head of Tactical Allocation, Manulife Investment Management

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.