We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
The Financial Conduct Authority of UK has issued warnings about these fraudulent activities which can be found here and here.
It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
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Can you clearly and concisely summarize your investment philosophy and how it benefits your client? Your investment philosophy should help differentiate you from the competition and help you attract and retain clients. It should clearly communicate your approach and the value you bring to your clients—in the simplest of terms.
Keep things simple, clear and concise: These are a few of the keys to building a memorable investment philosophy. Over the course of the workshop, participants explore topics such as:
|1. Key characteristics of an investment philosophy||2. Best practices for creating and communicating an investment philosophy|
|3. Begin crafting your personal investment philosophy||4. Suggested steps to help Apply and Execute what they have developed
For illustrative purposes only.
While many asset managers offer practice management, GSAM takes the process steps further. After delivering customized strategies, we can help serve as a partner, helping advisors build, apply and execute these concepts now and over time. Participants leave the Workshop with:
Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.