Welcome to Newton's investment training centre
Newton's investment training site has been designed specifically to complement The Pensions Regulator's Scope Guidance with regards to investment issues, and should be of interest to anyone wanting to develop their investment knowledge.
The training programme is varied and caters for different requirements. It includes:
We would be delighted if you were able to join us at one or more of our events. For further details, please click on the face to face arrows below and contact us at elearning@newton.co.uk, or call 020 7163 2751, stating which location and date you would be interested in attending.
There is no charge for participation in any of our investment training events. Spaces may be regulated if a large number of people from one scheme or company wish to attend.
Should you incur any difficulties on this site or with the training options, please email elearning@newton.co.uk
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Basics of investments sessions
These half-day sessions are offered both to persons who are new to their role, and to those with experience and would like an up-to-date overview of the basics of investments. The sessions are based on sections 3a-e, 6b and 9a, 9d, 9e, 9g of the Pensions Regulator's revised scope and guidance framework for appropriate Trustee Knowledge and Understanding (TKU). Please feel free to register for all three sessions, or just for those that interest you.
Course content and dates:
Basics of investments: Session 2 - September 2011
- - The balance between risk and reward
- - The characteristics of alternative asset classes and financial instruments
- - The process of strategic asset allocation
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The structure of investment portfolios, including:
- - active v passive management
- - pooled funds v segregated portfolios
- - rebalancing portfolios
London: Thursday 15 Sept
Leeds: Tuesday 20 Sept
Edinburgh: Wednesday 21 Sept
Basics of investments: Session 3 - March 2012
- - Measurement of performance, using indices, benchmarks and targets
- - The mechanisms for monitoring investment arrangements and fund managers
- - The importance of responsible ownership of assets, including engagement, corporate governance and voting
Edinburgh: Tuesday 6 March
Leeds: Wednesday 7 March
London: Thursday 8 March
Schedule
12:30 Registration and sandwich lunch
13:00 Training session
18:00 Drinks and close
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Spotlight sessions
Newton's 'spotlight' sessions are interactive. They are designed to cover current issues and explore certain topics in more detail.
What would you like to discuss?
Ahead of each session we will ask registered delegates to vote for a topic of interest. We propose one of the following topics to be covered at each session:- - Asset allocation
- - Emerging markets
- - Fixed-income market challenges
- - Governance
Please vote for your preferred topic via our online poll.
The topic will be announced approximately one month before each event.
Dates
Thursday 13 October 2011
Wednesday 8 February 2012Schedule
15:30 Registration
16:00 Training session
18:30 Drinks and close -
eLearning
The elearning site has been designed specifically to complement The Pensions Regulator's Scope Guidance with regards to investment issues, but should be of interest to anyone wanting to develop their investment knowledge.
It contains over 20 modules, from which you can pick and choose and which you can complete in your own time. To view a list of the courses that are available, click here. Either complete them all or just brush up on certain elements.
Please click on the above image to enter the elearning site. If you are a first time visitor and would like to register, please also click on the above image. Click 'register', complete the fields requested on the registration page and submit. You will be sent a user name to use the site.
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Video
In June 2009 Newton took part in 'A Trustee's Guide to Investment 2009', an educational film for trustees of UK pension funds. This film features some of the pensions and investment community's most experienced and respected commentators about the challenges facing trustees. It covers a range of topics including governance, asset allocation and asset classes. The film is 55 minutes long, but can also be watched as standalone 'chapters' if you prefer. Click the image alongside to start the player.
This film focuses on equity investments. It features Nick Clay who is a global investment manager with Newton. It is 13 minutes long. Please click the image alongside to start the player.
This film focuses on the fundamentals of bond investments. It features Paul Brain, Newton's fixed income investment leader. It is 8 minutes long. Please click the image alongside to start the player.
