Centre for Institutional Investors

Below you will find a series of training modules designed to walk you through the world of investments. At the conclusion of each Chapter, you will find a series of short, multiple choice questions to test your knowledge.

You’re also able to send through any further questions you may have to our experts using the “Ask the Expert” button in each module.

PART 1: INVESTMENT FUNDAMENTALS (1.5 CE Hours)

• Introduction to Investment Fundamentals

• Module 1: Basic Investment Principles

• Module 2: Risk Mitigation

• Module 3: Asset Allocation & Asset Classes

• Module 4: Cash & Fixed Income

• Module 5: Shares

• Module 6: Property

• Module 7: How to Invest

• Module 8: Golden Rules

• Test Yourself

PART 2: CONTEMPORARY ISSUES IN GOVERNANCE
AND DECISION MAKING FRAMEWORKS (1 CE Hour)

• Introduction to Governance & Decision Making Frameworks

• Module 1: Investment Governance Context

• Module 2: Legislative Requirements

• Module 3: Investment Committees & Delegations

• Test Yourself

PART 3: A DEEPER DIVE INTO EQUITIES (1 CE HOUR)

• Introduction to A Deeper Dive Into Equities

• Module 2: Approaches to Equity Investing

• Module 3: Common Terminology

• Module 4: The Role of Shares in Your Portfolio

• Module 5: Performance Evaluation

• Module 6: Active Manager Selection

• Test Yourself

PART 4: A DEEPER DIVE INTO FIXED income & credit

Presented by Schroders (COMING SOON)

PART 5: A DEEPER DIVE INTO ALTERNATIVES

• Introduction to A Deeper Dive Into Alternatives

• Module 2: Alternatives Overview

• Module 3: Hedge Funds & Liquid Alternatives

• Module 4: Real Assets

• Module 5: Private Equity & Venture Capital

• Module 6: Private Credit

• Module 7: Conclusion

• Test Yourself

PART 6: A DEEPER DIVE INTO ESG (1 CE Hour)

• Introduction to A Deeper Dive Into ESG

• Module 2: What is Sustainable Investing?

• Module 3: Misconceptions

• Module 4: Approaches to Sustainable Investing

• Module 5: Climate Change

• Module 6: Green Bonds

• Module 7: Trends That Support Sustainable Investing

• Module 8: Data & Benchmarks

• Module 9: Active Ownership

• Module 10: Additional Resources

• Test Yourself

PART 7: Downside protection (.75 CE HOURS)

• Module 1: Introduction

• Module 2: What is Risk Management

• Module 3: Commonly Used Terminology/Instruments

• Module 4: The Role of Risk Management in Portfolios

• Module 5: The Pros and Cons for Downside Protection Strategies

• Module 6: The Decision Framework for Downside Protection

• Module 7: Manager Selection