Training for Refinitiv
financial and risk products

Thomson ONE Workflow: Portfolio Manager & Investment Advisor

Course details language:
Product Name:
Thomson ONE Wealth Management 5.0
Market Sector:
Cross Market
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)

Scheduled classes (1)

Timezone:
Date & Time Duration Language Location  
04-Dec-2019 04:00 PM GMT (+00:00) 45 mins English Webcast eLearning
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