Investment Management theme

Investment Management

Meeting clients’ needs

The investment profession delivers value by helping clients identify their needs and then allocating capital across the economy by investing in new capital and pricing existing capital.  With such a wide range of investment opportunities, delivering returns, managing risk and maintaining stewardship whilst adhering to policy and regulation is a daily balancing act.

Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.
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11.11.24

IMC Refresher Intro

Ade Roberts, CFA, Principal Consultant, CEN Group introduces the topics you’ll cover in the IMC Refresher.

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11.11.24

IMC Refresher Module 1 - financial promotion of crypto assets

Understand the new regulations around financial promotions of crypto assets in the UK, and what investors and firms must do to stay compliant.

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11.11.24

IMC Refresher Module 2 - financial promotion on social media

Investigate regulations on financial promotions using social media, and how you can navigate social media promotion effectively.

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11.11.24

IMC Refresher Module 3 - greenwashing

Consider what new regulations are being introduced to prevent sustainable products from appearing more green than they seem.