Foundation Trustee Investment Training 2018 | Centre for Investor Education | 21 November 2018 | Melbourne, Melbourne, Vic, 3000 Australia

Greater divergence between asset classes, increasing complexity of organisational challenges and an ever changing raft of regulatory requirements are but a few of the challenges facing trustee directors.

In response, we have seen some investment organisations lower their return objectives and counselling their stakeholders to expect and prepare for lower returns. Others are allocating more to alternative assets and accepting greater risk in their portfolios, even if begrudgingly, in efforts to maintain an acceptable level of return. Others, again, are exploring opportunities to be more agile or dynamic (or are allowing their fund managers to be unconstrained by benchmarks or asset classes) in efforts to attain returns without taking on additional risk at the portfolio level. The relative merits of each of these strategies remain to be proven and will only become clear with time.

It is with these issues in mind that CIE’s Foundation Trustee Investment Training has been tailored for, with the aim of educating and empowering trustees to make a real difference as an important stakeholder in the investment outcomes of their organisation. Through an interactive and problem-solving approach, sessions will provide insights and a strong foundational understanding of the contemporary challenges trustees being faced by trustees in the current environment.