Take part in 1:1 and group training for investors on all investment issues, demystifying investment jargon and complexity.
Investment issues have become increasingly complex and difficult to understand. Investment jargon can prevent committee members from truly understanding the investment issues concerned, hampering their ability to make appropriate decisions.
We provide highly experienced advisers, capable of bringing clarity to the complex world of investment. Training can be delivered on specific asset classes, derivatives or issues of liability hedging etc. Training can be to groups or on a 1:1 basis.
More knowledgeable committee members should engender better decisions. At a minimum, it will increase the level of discussion and reduce the probability of poor outcomes and inappropriate investments.
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