This introductory course is suitable for new trustees and as a refresher for those with more experience. It will help you gain a clear understanding of your responsibilities as a trustee.
The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
Small group trustee training event, facilitated by P-Solve Investments Limited, part of River and Mercantile Group. Click here to register for a free place. Agenda: 09.00am Arrive: Registration; Networking Breakfast 09.30am Welcome by our Hosts - David Weeks / Ajeet Manjrekar 09.40am Where are we really going? Dan Banks, Head of Investment Strategy, R&M Solutions will explore where DB should be travelling
DESCRIPTION Today’s market conditions mean that consistent returns may be more and more difficult to achieve. We are delighted to welcome AMNT members to an investment training session showcasing our latest thinking. Please click below for more information. Registration is open! BOOK NOW