PSFS Investment Process

PSFS Investment Process
Like
2
3,220
140
Like
2
3,220
140
This mind map was made with MindManager
Visit Website added Thu, Feb 16, 2012
via web

PSFS Investment Process

This mind map sets out, in some detail,, the steps which we take in evaluating individual unit trust or mutual funds. This evaluation process then detemines whether or not a fund will qualify to be included in our Client Portfolio Construction universe of approved funds.
By using extensive quantitative and qualitative measures we have been able to filter our approved fund universe from 900 funds down to 50 funds.
This process, which is rigidly applied, has ensured that our client portfolios are constructed in line with client risk profiles and investment objectives and the historical performance has been well above average.
Vist our website at http://www.peterstrydomfs.co.za

Comments

Please login to post comments
PeterStrydom
PeterStrydom
Thanks for your comments Liam I have been using these tools, and others, to automate my client advice processes and record client interactions, conversations and decisions. I have created MS Word Templates which I then use to generate my Client Advice Record. Feedback from clients, my Compliance Officer and colleagues, has been extremely positive and I am certain that there will be some spin off in terms of the adoption of MindMaps in the advice process in South Africa.
LiamHughes
LiamHughes
Fascinating use of mapping Peter, it seems you are really putting this stuff into practical use which is brilliant!

Related Mind Maps:

Share this mind map

Link:

To open this mind map, you`ll need Visit Website or compatible mind mapping software installed.

Need help? Please contact us

Notes

Another free MindManager Finance Mind Map shared on Biggerplate! Register FREE to download thousands of mind map templates and examples!

View more MindManager templates.

Need custom mind map templates for your business? Learn more

Upcoming Webinars:

Mind Mapping for Children - How I Taught my 5yr Old to Mind Map
Mind Mapping for Children - How I Taught my 5yr Old to Mind Map
During the summer of 2020, during the Covid pandemic, Sean taught his son how to mind map his favou…
Speaker: Sean Mitton
Date 18 May 2021
Managing Productivity and Information with Mind Maps
Managing Productivity and Information with Mind Maps
Have you ever imagined doing everything you do in less time? Increasingly, people have been finding …
Speaker: Renata Fellini Magalhães
Date 26 May 2021
Biggerplate Certified

Validate your mind mapping software skills with Biggerplate Certification!

Learn more
Copyright 2008 - 2021 Biggerplate.com Ltd. All rights reserved.