Thomson ONE Workflow: Portfolio Manager & Investment Advisor
Course details language:
Product Name:
Thomson ONE Wealth
Market Sector:
Wealth Management
Skill Level:
Intermediate
Target Audience:
Portfloio Manager and Investment Advisor
Course Description:
This 45 minute class is designed to fully equip professionals with the knowledge and tools to enhance security analysis, market monitoring and decision making capabilities. This session specializes to the workflow of Portfolio Managers and Investment Advisors.
Agenda
Idea Generation and Screening
Monitoring (by looking at Thomson ONE pages, Chart & News
Trader Porfolio (learn how to track the performance of your holdings)