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WEBINAR

A Solutions-Based Approach to High-Net-Worth Investing

As you seek deeper engagement with high-net-worth and institutional clients, catch the latest insights from American Funds Institutional Sales Manager Walt Best. You’ll also hear from co-panelists Stephen Benjamin, Vice President of Market Insights and Strategy at Fidelity Institutional Asset Management, and Andrew Washburn, Chief Marketing Officer at MFS Investment Management, who shared their views as part of the FundFire Exchange’s recorded webinar, “Marketing Active Management as Passive Surges.”

During this webinar we: 

  • Discussed examples of objective-based solutions for clients in four market segments: defined benefit, defined contribution, insurance and endowments and foundations
  • Challenged some of the common misconceptions about index investing
Date
Thursday, May. 11, 2017
Duration
45 minutes

Featured Speakers

Walt Best Institutional National Sales Manager

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This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.