UBS – Steps Trustee Training, Your Investment Challenges Answered

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UBS – Steps Trustee Training, Your Investment Challenges Answered

Tuesday 7 November, 2017 @ 9:00 am - 4:00 pm

We would be delighted if you could join us for our UBS Steps Trustee Training Series – Your Investment Challenges Answered on 7th and 22nd November 2017 at UBS's offices in London. Please feel free to extend the invitation to any trustees or investment panel members who may also be interested in attending.

This training is split into two parts. First Steps is designed for Trustees who want to ‘brush up’ on their knowledge of financial markets and general investment content in a fun and accessible manner.

Second Steps builds upon basic investment areas covered in First Steps. It aims to provide a deeper insight into the challenges facing UK pension schemes and discuss potential investment solutions. Similarly to First Steps, we will incorporate a quiz for a fun challenge at the end of the session!

First Steps Programme:

  • 09.00 - 09.30 - Registration and breakfast
    • Role of the Trustee
    • Introduction to Equities
    • Introduction to Bonds
    • Introduction to Alternatives
    • Defining Sustainable Investment
    • Quiz and lunch
  • 15.45 - 15.50 – Summary and close

Second Steps Programme

After a refresher on investment basics, we will focus on tools that UK pension schemes are using today to solve their investment challenges across asset classes.

  • 09.00 - 09.30 - Registration and breakfast
    • Investment basics – a recap
    • Strategic Asset Allocation and Market update
    • Investing for Income - looking at traditional and alternative income sources for your portfolio
    • Alternative Indexation
    • Different ways to invest sustainably without sacrificing financial returns
    • Quiz and lunch
  • 15:45 - 15:50 – Summary and Close

Both programmes are CPD accredited and will account for four hours of CPD activity each. Please RSVP according to your personal preferences by Friday 6 October 2017 using the "accept" or "decline" options opposite.

We look forward to seeing you there.

RSVP by Friday
6 October 2017:

First Steps - 7th November

- Accept


Second Steps - 22nd November

- Accept



Tuesday 7 November, 2017
9:00 am - 4:00 pm




5 Broadgate
London, EC2M2QS United Kingdom
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