CIT Professional Development Module: Introduction to Wholesale Investing

Facilitated by Russell Investments, this workshop is designed to inform and educate scheme trustees, scheme administrators and employers about investment fundamentals.

Course Outline - Introduction to Wholesale Investing:

  • The Investment Process (planning, implementation, review)
  • Strategic Asset Allocation (returns, risk, diversification)
  • Traditional Asset Classes (cash, bonds/fixed interest, equities, performance/sources of return)
  • Pooled or segregated assets
  • Passive or Active Management
  • Selecting Investment Managers (single or multi)
  • Domestic vs Global Investment
  • Currency Management
  • Alternative Asset Classes

Our presenters tailor this session to the specific needs of the group.  So whether you are completely new to investing or Trusteeship, or if you are looking for new industry knowledge and insight, this session will benefit all levels of understanding and ability.

This development module is part of the Workplace Savings NZ Certificate in Trusteeship, so make sure you register your interest today!

This module is worth 4.0 CPD points/hours for those with a Workplace Savings Professional (WSP) designation.  Find more about WSP here.