Considering your unrestricted assets for investment can be a daunting thought at the beginning. There’s new terminology to understand and various types of investments. We can help you demystify the investments journey with all the knowledge you’ll need to start off strong.
This training covers all the components that make up a strategy review: from objective setting to strategy design and implementation, finishing off with monitoring. You’ll be guided through the entire process, learning not only how to create your strategy but why each section is important to your charity’s mission. Finally, you’ll take a detailed look at what each component of the investment cycle includes and things to consider to ensure projects run efficiently.
Perhaps you’d like a thorough look at a particular asset class? We’ve got you covered. You’ll understand the defining criteria, risks and rewards, underlying holdings and pros and cons.
Environmental, Social, and Governance (ESG) considerations are increasingly important for trustees. This training session gives you a framework to evaluate and integrate ESG risks in a balanced manner. Learn about best practices and regulatory expectations. As well as effective strategies for incorporating ESG factors into investment decision-making processes in a balanced way, while mitigating conflicts between the different factors.
Explore the field of behavioural finance and its relevance to pension trust management. This session focuses on understanding and recognising common human biases and emotional tendencies that can impact investment decision-making. You’ll gain valuable insights that will enhance your decision-making processes and mitigate cognitive biases.
This session focuses on the emergence of a digital hard currency bitcoin, and its potential role within pension trust portfolios. Understand the benefits, risks, and considerations associated with incorporating bitcoin as a small allocation within investment portfolios.
