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.
It is now nearly fourteen years since the Trustee Knowledge and Understanding (TKU) requirements were introduced. Since then the range of topics that trustees need to understand has become much wider, with new concepts such as integrated risk management, an ever greater choice of asset classes and investment approaches and additional governance considerations for trustees.These TKU courses (run by XPS
"Learn how pension schemes work, how to be a trustee, and good scheme governance" Our expert, independent trainers take trustees with less than 12 months’ experience – including no experience at all – and anyone needing a refresher through how pension schemes work, what is expected of them and how to apply good scheme governance. This course is aimed mainly