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Investment training for pension trustees and institutional investors

Investment training

Build confidence in today’s complex markets with training that explains the “why”, the “what”, and the “so what” for pension scheme outcomes - covering LDI, fixed income, liquidity and risk management.

Our investment training programme is designed to deepen investment understanding and support pension scheme objectives through clear, practical education delivered by experienced specialists.

You can learn in the format that suits you best:

  • Two in-person training seminars each year, held in our offices in London
  • Regional consultant masterclasses aimed at junior investment consultants covering LDI and fixed income (basic and intermediate levels offered)
  • Ad-hoc trustee sessions tailored to your scheme’s priorities
  • On-demand video and webinar resources to support ongoing learning
  • A glossary to help demystify key investment terms

Our training credentials

116

attendees from 69 pension schemes in 20251

17+

past training videos available in Perspectives

17 mins

average course length1

100%

of delegates would recommend the training2

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Just a quick email to say thank you for inviting me to the investment training day. I really enjoyed it. I found all the presentations to be useful and pertinent to my position as a trustee. I will download the slides for further analysis.

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Just a quick email to say thank you for inviting me to the investment training day. I really enjoyed it. I found all the presentations to be useful and pertinent to my position as a trustee. I will download the slides for further analysis.

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Trustee, Client

Learning pathways for trustees

Frequently asked questions

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