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 specific 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.
Use this session to help you make informed decisions regarding the potential transfer of pension liabilities. You’ll get an overview of bulk annuities in this training session and understand the process of buying out a pension trust. Gain insights into the bulk annuity market, the process of preparing a trust for a bulk annuity transaction, and other considerations associated with bulk annuities.
Environmental, Social, and Governance (ESG) considerations are becoming increasingly important for SMEs. 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.
