PortfolioMetrix published Episode 2 of Conversations That Matter featuring Sasha Dickson PCC.
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Publisher name
Public post
Bonds are supposed to be the boring part of the portfolio. 30-year gilt yields pushing 6%, the highest in decades. The part of the portfolio clients never asked about is…
Company
PortfolioMetrix
Advancing the vision of forward-thinking financial advisers.
- Industry
- Investment Management
- Location
- Johannesburg, ZA
- Company size
- 51–200 employees
About PortfolioMetrix
With PMX as their investment partner, advisers are free from the distractions that risk holding them back, giving them the space to focus on the conversations that matter. Top advisers aspire to build financially successful businesses, achieve professional excellence, and focus on what they enjoy most. Like all specialists, they want resilient, respected businesses with the freedom to make choices on their own terms. Through PMX, advisers gain a premium global investment manager as a partner, freeing them to deliver an exceptional advice proposition, grow their business, and keep clients on track. PortfolioMetrix Asset Management SA (Pty) Ltd is authorised and regulated in by the Financial Services Conduct Authority in South Africa (FSP: 42383) and PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom (Firm Ref: 564162).
See moreLatest activity
Latest activity from PortfolioMetrix
5 signals
Research & Knowledge
PortfolioMetrix's Portfolio Manager, Oliver Jones, CFA, explored emerging market exposure questions in a recent Citywire interview.
Presence & Recognition
PortfolioMetrix UK Managing Director Ben Peele discussed investment stories, FOMO, advisers, diversification, and long-term strategies in the latest IFA Magazine podcast
Presence & Recognition
PortfolioMetrix recorded episode 3 of Conversations That Matter featuring Melissa Kidd, Director of Motem Ltd, and host Alex Funk, CFA.
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