United Kingdom: Investment Masterclass

May 2017

Investment Masterclass: Making Value-Based Investment Decisions

Dates: March 30 & May 9

Locations: London (March 30); Birmingham (May 9)

Time: 9 – 10:30 am

Registration: London; Birmingham

Asinta Partner in the UK, Punter Southall Health & Protection will be hosting an investment masterclass for trustees, finance directors and pension managers. The masterclass will take place in London on March 30, and in Birmingham on May 9.

Key issues to be addressed include:

  • Investing Effectively: Identifying the decisions that count
  • Risk Management: Making the strategic decisions about how much to hedge, how much to diversify and assessing the case for fiduciary management
  • De-Risking: Targeting which liabilities to settle
  • Pooling Assets through Investment Platforms: Managing transition and implementing cost reduction

Each attendee will receive copies of a full setof investment educational guides on asset allocation, active versus passive management, multi-asset investment, structured equity and fiduciary management.

For more information, please get in contact with Punter Southall’s events team: events@puntersouthall.com.