A practical workshop for financial advisers on evaluating and shortlisting Unit Trusts using a structured framework.
The NorthAxis FUND™ Framework:
- F — FRAME the Client Objective
- U — UNDERSTAND the Fund
- N — NARROW the Universe
- D — DECIDE with Evidence
The session combined framework-based learning with practical group work. Advisers worked through SRS, CPF-OA and cash scenarios, considered fund mandate, portfolio, performance, risk and portfolio fit, and then presented and defended their three-fund shortlists.
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