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Comprehensive Trustee Investment Training

  • Melbourne, Vic, 3000 Australia (map)
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The role of the trustee is continually evolving and, with it, so too must the knowledge and skillset of professionals who perform this vital function within institutional investment organisations.

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 an effort to overcome these hurdles, CIE has developed an interactive trustee training program to provide participants with ideas for implementing innovative strategies that either improve portfolio expected returns, reduce volatility, manage downside risks and/or provide uncorrelated sources of return.

Looking ahead, investors are wise to anticipate lower returns generally, greater disparity among asset classes and higher volatility. While this investment environment will be challenging, it offers the potential for significant outperformance to those who navigate it successfully.

In response, CIE’s Comprehensive Trustee Investment Training will be delivered in a modular format to assess relevant issues and impediments to strategy and investment decision making facing the industry. The program will provide insights into innovative solutions and a multitude of alternative methods to overcoming such hurdles within your role as a board member of an investment organisation. Through an interactive and problem-solving approach, CIE will contextualise the role of the trustee or investment executive in the investment decision making processes of their organisation and optimising outcomes for members, beneficiaries and stakeholders.


Earlier Event: November 21
Foundation Trustee Investment Training
Later Event: February 13
Chief Investment Officers Symposium 2019