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Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

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CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

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Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

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More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

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The Discretionary Portfolio Management Framework I

The Discretionary Portfolio Management Framework I

Faisal Sheikh

25 years: Wealth and risk management specialist

In this video, Faisal discusses the role of a portfolio manager, outlining where they get their ideas from, the differences between certain types of portfolio managers, and the framework they use to manage the portfolio. 

In this video, Faisal discusses the role of a portfolio manager, outlining where they get their ideas from, the differences between certain types of portfolio managers, and the framework they use to manage the portfolio. 

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The Discretionary Portfolio Management Framework I

10 mins 7 secs

Overview

Discretionary portfolio management lies at the heart of the service wealth management firms offer their clients. This video explores the role of portfolio managers in constructing bespoke portfolios for individual clients and then provides an introduction to the 5 key components of the framework typically used by them to manage these portfolios.

Key learning objectives:

  • Understand the benefits of discretionary management services for wealth management firm and its clients

  • Identify the role of the portfolio manager

  • Understand the need for and the 5 stages of the portfolio management framework

  • Comprehend the importance of Asset Allocation Plan stage in the framework

  • What is the role of the SAA and TAA?

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Summary
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Expert
Faisal Sheikh

Faisal Sheikh

Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.

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