Skip to main content
logo
  • All
  • Articles & White Papers
  • Audio & Video
  • Partner Directory
  • Conferences & Events
  • Help & FAQ
  • Login
  • Register
  • Home
  • Pension Funds
    • US Pension Funds
    • UK Pension Funds
    • European Pension Funds
    • Canadian Pension Funds
    • Australian Superannuation
    • Asian Pension Funds
    • DB Pensions
    • DC Pensions
    • Pensions Administration
    FEATURED CONTENT
    • Vanguard

      How America Saves 2024 (Vanguard)

      Vanguard26 Jun 2024
    • Vanguard

      Claiming Social Security Early: Breakeven and Longevity Risks (Vanguard)

      Vanguard19 Feb 2025
    • Vanguard

      Savings friction: How job switchers are losing retirement savings momentum (Special Report, 2024)

      Vanguard28 Oct 2024
    • CFA Institute Research & Policy Center

      Pensions in the Age of Artificial Intelligence (CFA Institute Research & Policy Center)

      CFA Institute Research & Policy Center24 Dec 2024
    • Amundi

      Dynamic Allocation Rises, Pensions Face Disorder (Amundi)

      Amundi08 Dec 2025
    • BNP Paribas Asset Management

      Global Pension Trends: What to Expect in 2026 (BNP Paribas AM)

      BNP Paribas Asset Management25 Nov 2025
  • Other Institutions
    • Endowments and Foundations
    • SWFs and Central Banks
    • Middle East Investors
    • Insurance Companies
    • Private Wealth and Family Offices
    • Institutional Asset Managers
    • Investment Marketing
    • Investment Consultants
    FEATURED CONTENT
    • Vanguard

      Tax-Loss Harvesting: Why a Personalized Approach Is Important (Vanguard)

      Vanguard11 Jul 2024
    • Vanguard

      It’s Elementary: Using 529s to Pay for K–12 Education (Vanguard)

      Vanguard28 Jun 2024
    • Amundi

      European Securitisation Reforms: Insights for Insurers (Amundi)

      Amundi16 Dec 2025
    • Apex Group

      Tokenization of PE Funds – Webinar Key Takeaways (Apex Group)

      Apex Group04 Dec 2025
    • Amundi

      Navigating Equity Risk in Capital Frameworks (Amundi)

      Amundi11 Dec 2025
    • PGIM

      The Stablecoin Wave: Policymaking Implications for EM Central Bankers (PGIM)

      PGIM22 Dec 2025
  • Investment Process
    • Manager Selection & Mandates
    • Asset Allocation and TAA
    • Stock Selection and Analysis
    • Fixed Income and Treasury
    • Currency Management
    • Execution and Exchanges
    • Regulation and Compliance
    • Back Office and Custody
    • ESG and Ethical Investing
    FEATURED CONTENT
    • Fisher Investments

      Tariffs and Market Volatility (Fisher Investments)

      Fisher Investments15 Apr 2025
    • Northern Trust Asset Management

      How Your Spending Policy Can Jeopardize Your Goals (Northern Trust Asset Management)

      Northern Trust Asset Management19 Apr 2024
    • Vanguard

      Active strategies: Investing with conviction (Special Report, 2024)

      Vanguard12 Dec 2024
    • Vanguard

      A Framework for Allocating to Cash: Risk, Horizon, and Funding Level (Vanguard)

      Vanguard12 Apr 2024
    • FTSE Russell

      Term €STR - Answering Questions on Euro Rate Reform and Regulatory Expectations (FTSE Russell)

      FTSE Russell21 May 2024
    • CME Group

      Excell With Options: Navigating A Potential Sector Rotation Of Energy Vs. Tech (CME Group)

      CME Group08 Feb 2024
  • Quant and Tools
    • Risk and Portfolio Construction
    • Alpha Trading Strategies
    • ETFs and Funds
    • Index Investing
    • Derivative Instruments
    • Investment Technology
    • Performance Analysis
    • Quantitative Methods
    FEATURED CONTENT
    • World Gold Council

      Gold Demand Trends: Full Year 2024 (World Gold Council)

      World Gold Council06 Feb 2025
    • Man Group

      The Road Ahead 10 for 10 Part Two: The Next Five (Man Group)

      Man Group30 Jan 2025
    • CFA Institute Research & Policy Center

      Unstructured Data and AI: Fine-Tuning LLMs to Enhance Investment Processes (CFA Institute Research ...

      CFA Institute Research & Policy Center02 May 2024
    • Manulife Investment Management

      Navigating Private Credit through Market Cycles (Manulife IM)

      Manulife Investment Management06 Mar 2025
    • Man Group

      Portable Alpha: Solving the Magnificent Problem (Man Group)

      Man Group28 Jan 2025
    • Man Group

      Quant Renaissance: New Approaches Revive Systematic Investing (Man Group)

      Man Group20 Aug 2024
  • Markets Outlook
    • Global Economic Outlook
    • Global Strategy Outlook
    • Stocks and Sectors Outlook
    • Debt and Credit Outlook
    • Currency Markets Outlook
    • Commodity Markets Outlook
    • Emerging Markets Outlook
    FEATURED CONTENT
    • Manulife Investment Management

      Real Estate Market Analysis (Manulife IM)

      Manulife Investment Management14 Aug 2024
    • KKR

      Thoughts from the Road: Europe and the Middle East (KKR)

      KKR19 Mar 2025
    • Northern Trust Asset Management

      2025 Global Investment Outlook (Northern Trust Asset Management)

      Northern Trust Asset Management17 Jan 2025
    • Nuveen

      H1 2025 Alternative Credit Insights: Sourcing New Pathways (Nuveen)

      Nuveen05 Feb 2025
    • Man Group

      Charting the Course of Direct Lending in the U.S. and Europe (Man Group)

      Man Group07 Jun 2024
    • Franklin Templeton

      Long-term Capital Market Expectations: Brighter Times Ahead (Franklin Templeton Investments)

      Franklin Templeton13 Dec 2022
  • Alternative Asset Classes
    • Hedge Funds
    • Farmland and Forestry
    • Cleantech Investing
    • Other Alternative Investments
    FEATURED CONTENT
    • Manulife Investment Management

      The Global Water Challenge: Risks and Opportunities (Manulife IM)

      Manulife Investment Management26 Mar 2024
    • M&G Investments

      Global Real Estate Mid-Year Outlook (M&G Investments)

      M&G Investments03 Jul 2024
    • Manulife Investment Management

      Potential beyond the Conventional: Investment in IOS (Manulife IM)

      Manulife Investment Management05 Jul 2024
    • CME Group

      Can Bitcoin Halving Emulate Searing Rallies of the Past? (CME Group)

      CME Group19 Mar 2024
    • Robeco

      2024 Global Climate Investing Survey (Robeco)

      Robeco22 May 2024
    • M&G Investments

      The Big Contribution: DC Schemes Building A Brighter Future With Private Assets (M&G Investments)

      M&G Investments13 Feb 2024
  • Private Markets
    • Private Equity and VC
    • Private Debt and Direct Lending
    • Private Infrastructure Investment
    • Private Real Estate
    FEATURED CONTENT
    • UBS Asset Management

      Alternative Alpha: Edition 2025/26 (UBS AM)

      UBS Asset Management09 Jan 2026
    • BNP Paribas Asset Management

      European Farmland as a Strategic Sustainable Investment (BNP Paribas AM)

      BNP Paribas Asset Management05 Jan 2026
    • Principal Asset Management

      2026 Inside Real Estate Outlook (Principal Asset Management)

      Principal Asset Management07 Jan 2026
    • State Street Corporation

      Taking Stock: A Conversation with Ron O’Hanley (State Street)

      State Street Corporation19 Jan 2026
    • PGIM

      2025 Q4 Capital Market Assumptions (PGIM)

      PGIM14 Jan 2026
    • UBS Asset Management

      Hard Assets, Soft Power (UBS AM)

      UBS Asset Management13 Jan 2026
  • Top Picks
  • Savvy Webinars
  • Special Reports
  • Salary Surveys
with intelligence
Copyright © 2026 With Intelligence Limited
All rights reserved
Feedback

All topics

  • Front page
  • Articles & Papers
  • Audio & Video
  • Partner Directory
  • Conferences

Status message

This conference has already taken place, click here to search upcoming events.
  • 04
    Dec 2024
Fundamentals of Independent Financial and Investment Advisory

Fundamentals of Independent Financial and Investment Advisory

  • ICIFA - Institute of Certified Investment and Financial Analysts
  • Nairobi, Kenya
  • Visit conference website

Fundamentals of Independent Financial and Investment Advisory

Conference website

Fundamentals of Independent Financial and Investment Advisory

Category

Listed in: Other Institutions Conferences, Private Wealth and Family Offices Conferences, Institutional Asset Managers Conferences, Markets Outlook Conferences, Emerging Markets Outlook Conferences.

  • Share
    • Share this

    • LinkedIn
    • Facebook
    • Twitter
    • Email
Back to all conferences
Create conference

The perfect platform to reach decision makers

Explore our business development solutions

Explore

FEATURED CONFERENCES

29
Sep
The Partnership Retreat | Saudi Arabia
Riyadh
22
Mar
25
Mar
Investment Management Conference
Los Angeles
03
Mar
04
Mar
Carbon Capture Summit 2026
London
17
May
20
May
2026 Annual Conference & Exhibition
Las Vegas

About

  • About Savvy Investor
  • FAQs & user guides
  • Contact Savvy Investor
  • Compliance notes
  • User Agreement
  • Privacy policy
  • Publishing and content
  • Who is Savvy Investor for?

Partner with Savvy Investor

  • Promote and syndicate your firm's investment content with us
  • Investment Content Trends
Calculating