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Russell Investments-hosted events

Trustee Training
Defined benefit investment issues: all you need to know in three simple workshops

London, UK

Trustees have never been under more pressure. There has never been a greater need for better data, stronger analysis and faster reactions. Our free training sessions are interactive, providing examples that will help you consider how to make informed decisions for the future of your own pension scheme.

*Workshops qualify for 2 hours CPD training*

Contact us to learn more

30 January
27 February

Key learning points:

  • The Trustee investment role and the precise responsibilities
  • How to identify appropriate investment objectives and considerations in reaching them
  • Designing the right investment strategy for your circumstances
  • Dealing with a maturing scheme

29 March
26 April

Key learning points:

  • What are the relevant risks and are they worth taking?
  • Translation of investment theory into an achievable portfolio
  • What is LDI and why is it important?
  • Is now the right time for LDI?

31 May
28 June

Key learning points:

  • What approaches are available for undertaking your investment responsibilities?
  • The critical success factors for your scheme, and how can you monitor them
  • Monitoring which third parties are adding value and where
  • Does provider success necessarily mean scheme success?

Russell Investments-sponsored events

Financial Directors Forum
Four Seasons, London
14 June

View the programme

Financial Directors Forum
The Grove
9-10 October

View the programme

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