Trustee Training
Trustees that are already familiar with the basics of investment may wish to gain more detailed knowledge in specialist areas. We offer a range of investment training on a bespoke basis.
Before investing in alternative asset classes, trustees should familiarise themselves with the potential risks and rewards. Our team will provide a clear introduction to new asset classes and use interactive modelling tools to illustrate how alternative assets would affect the overall profile of the scheme's investments.
Trustees and sponsoring employers may wish to consider Liability Driven Investment. We provide training on the key concepts, as well as introduce the products available to invest in and highlight the potential risks and hidden costs.
We help trustees develop plans for monitoring risks, including compliance with the Myners principles, in the context of their individual circumstances.
For more information on our Investment Trustee Training please contact James Trask or the partner who normally advises you, or see our dedicated Trustee Knowledge Advisory Service information.
