Development Module: Introduction to Wholesale Investing (May)

Date & Time: Tues 17 May, 1.15-5.00pm
Venue: Terrace Conference Centre, St John House, 117 The Terrace, Wellington

This workshop designed to inform and educate scheme trustees, scheme administrators and employers about investment fundamentals.  

Facilitated by Russell Investment's Andrew Johnson, this session will cover:

• the decision making framework
• defining purpose and goals
• the investment choices (bonds, shares, domestic, offshore, currency etc.)
• the benefits of diversification
• selecting managers
• ongoing evaluation

Andrew will tailor this session to the specific needs of the group, so whether you are completely new to investing or Trusteeship or you are looking for new industry knowledge, this session will benefit all levels of ability. 

This development module is part of the Certificate in Trusteeship course, so make sure you register now!