Here you can download resources – such as PDF versions of the toolkit tutorials – to learn offline. 


        
 
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An introduction to investment: Tutorial 9/9 - Reviewing investments
PDF document Intro to investment - Tutorial 9 Reviewing investments.pdf

Learn about the importance of reviewing investments and how to measure performance.


0.07Mb, 8 pages


An introduction to investment: Scenario 1/4
PDF document Intro to investment - Scenario 1.pdf

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.


0.09Mb, 5 pages


An introduction to investment: Scenario 2/4
PDF document Intro to investment - Scenario 2.pdf

In this scenario you attend the next trustee meeting where some training has been planned, focusing on different asset types.


0.05Mb, 4 pages


An introduction to investment: Scenario 3/4
PDF document Intro to investment - Scenario 3.pdf

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.


0.09Mb, 11 pages


An introduction to investment: Scenario 4/4
PDF document Intro to investment - Scenario 4.pdf

In this scenario the trustees discuss monitoring the performance of the investments.


0.07Mb, 6 pages


An introduction to investment: Case example 1/5 - Myners on investment
PDF document intro-to-investment-case-example-one.pdf

Find out the background to the idea of trustee boards setting up investment sub-committees.


0.07Mb, 2 pages


An introduction to investment: Case example 2/5 - Equitable Life
PDF document intro-to-investment-case-example-two.pdf

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.


0.05Mb, 3 pages


An introduction to investment: Case example 3/5 - Shocks to the system
PDF document intro-to-investment-case-example-three.pdf

See some examples of sharp interruptions to the economic cycle, and why they occurred.


0.07Mb, 7 pages


An introduction to investment: Case example 4/5 - Supply and demand
PDF document intro-to-investment-case-example-four.pdf

Find out about the effects of supply and demand on the gilts market.


0.4Mb, 2 pages


An introduction to investment: Case example 5/5 - Enron
PDF document intro-to-investment-case-example-five.pdf

Find out about two different cases of extreme corporate bond risk, as described by Matt Logan, a business and financial journalist.


0.04Mb, 2 pages


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