For financial advisers who want to adopt managed accounts as part of their service offering, many transition issues need to be re-assessed and evaluated.

Not least of which is the investment policy and governance framework that will form the basis on which their clients' capital will be managed.

Learn more on this topic in the first instalment of our three-part adviser education video series. Read the article.

For a deep dive on the topic, you can read the technical paper: Understanding Managed Accounts: Investment Policy and Governance Framework authored by State Street Global Advisors.

CPD Points will be available at the completion of the series. You can find out more in the third instalment.

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