Understanding investment

Understanding investment

Understanding investment consists of two separate sessions:   

  •  Session  1 -  The fundamentals
  •  Session  2 -  The characteristics

The sessions are offered through our virtual training platform using an internet connection.

You will need video and audio access to do this training. If  you work in an open plan office you may want to use headphones.

WHAT IS IT FOR?

To understand the basic principles of pension scheme investment.

WHO IS IT FOR?

Anyone who wants to know more about pension scheme investment, and in particular, new trustees who have little or no experience of investment.

TOPICS

Session  1 -  The fundamentals

  • Why pension schemes invest
  • Key factors influencing pension scheme investment
  • Key facts about the main investments (Asset Classes) used by pension schemes 
  • Alternative asset classes

Session  2  - The characteristics

  • Equities (shares) Bonds and cash and their relative risk, return and liquidity
  • Factors influencing the suitability and diversity of investments
  • Varieties of investment management
  • Monitoring investment performance

WHAT WILL I LEARN?

After taking part in this course you will be able to:

  • Recognise why pension schemes invest and the factors that influence investment performance
  • Identify the range of investments used by pension schemes and describe their relative characteristics and risks
  • Contrast and compare the varieties of investment management and strategies available to pension schemes

FEES

A single fee of £150 +VAT covers both sessions

WHAT ARE THE DATES AND TIMES?

The sessions are offered through our virtual training platform using an internet connection. 

You will need video and audio access to do this training.

9 November 2017

Session 1 - 11:00 -12:00

Session 2 - 14:00 -15:00

Book now

 

For more information please contact Nikolina Hudi on 020 7601 1710 or email: nikolina.hudi@plsa.co.uk