Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline.
Learn about the importance of reviewing investments and how to measure performance.
In this scenario you will learn that Paul has left the board. You meet Adrian, his replacement, and meet with Edmund before the next trustee meeting to learn more about the scheme’s investment strategy.
In this scenario you attend the next trustee meeting where some training has been planned, focusing on different asset types.
In this scenario the training continues and Brian focuses on risk and reward, economic cycles and how assets may be affected by them, active and passive fund management and diversification.
In this scenario the trustees discuss monitoring the performance of the investments.
Find out the background to the idea of trustee boards setting up investment sub-committees.
Matt Logan, financial reporter, talks about what happens when a company selling with-profits policies fails to properly manage the highs and lows of its returns.
See some examples of sharp interruptions to the economic cycle, and why they occurred.
Find out about the effects of supply and demand on the gilts market.
Find out about two different cases of extreme corporate bond risk, as described by Matt Logan, a business and financial journalist.