Managing Investments at your School

Join us for this course on financial planning and strategic investment management tailored specifically for international schools. Our program offers invaluable insights into:

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Crafting an Effective Investment Policy:

• Understand the imperative of establishing a robust investment policy and its essential components.

 

Portfolio Setup and Management:

• Learn the intricacies of setting up and proficiently managing a portfolio aligned with your institution's goals.

 

Optimal Oversight with Regular Reviews:

• Discover the significance of regular reviews conducted by an investment committee and how to structure their agenda for maximum effectiveness.

 

Navigating Risk and Asset Classes:

• Gain a foundational understanding of risk and various asset classes, empowering you to make informed investment decisions.

 

Engaging External Advisors:

• Explore the merits of engaging external portfolio advisers and managers to enhance investment strategies.

 

Balancing Short-Term and Long-Term Objectives:

• Master the art of striking a harmonious balance between short-term needs and long-term investment objectives.

 

Equip yourself with the knowledge and tools necessary to navigate the complex world of investment management in educational settings. Enroll now to unlock your potential as a savvy steward of institutional resources!