Portfolio Manager Insights: Managing Goals Based Investment Portfolios

Jerome Lander is the Portfolio Manager at Dynamic Asset and one of Australia's leaders in the Goals Based Investing landscape.

In this video, Jerome provides insight into the management approach applied to the Dynamic Asset Goals Based Portfolios, and what they mean for Financial Advisers and their clients.


 

He has also been a Director of Investment Consulting for Russell Investments, a Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk. Jerome has also served as a Board member for the Investment Management Consultants Association (IMCA).

Initially qualifying in both medicine and surgery with first class honours, Jerome has since received a Masters of Business and Commerce with a Finance specialisation and a Certified Investment Management Analyst qualification.

 

Find out more about Dynamic Asset's Adviser services including our investment portfolios.

Guide to Managed Accounts