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.

Video

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.

Video

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.

Video

06.11.24

Asset allocation with dumb alpha

Discover the best asset allocation strategies to combat forecasting errors, and why playing dumb can often be smart.

Video

03.07.24

The factor zoo

Figure out how to find genuine value in factor investing to help you find reliable outperformance without getting lost in the factor zoo.