Trustee Portfolio Briefing
Background & Objectives
Portfolio Construction is the summation of Investment consideration and brings into play Pension Fund requirements, Investment Objectives, acceptable risk and return balances, all against the changing backdrop of the world.
Trustees therefore need reasonable knowledge of the jargon, processes and issues in this area.
This one day stand-alone Briefing explains the processes and jargon. It shows how real world considerations are blended with different investments to generate a possible mandate and portfolio.
No prior knowledge is assumed but a basic awareness of Equities and Fixed Income is needed.
- Investment Principles
- Some investment theory
- Fund Considerations & Investment Objectives
- Tactical Asset Allocation
- Model portfolio and over / under weighting
- LDI and Asset - Liability matching
- Mandate Risks
Investment Education PLC