Course description
The Investment Committee Bootcamp
The Investment Committee Bootcamp (ICB) is the most intense 4-day training in configuring high performance investment committees. Participants will be introduced to best practices on configuration and collaboration techniques, which are applied to their own case and tested through a competition based-simulation of an investment committee at the end. The ICB is being taught by Dr. Markus Schuller.
Investment committees are well established decision-making bodies. They are expected to utilize the competencies of their participants in order to take the most informed investment decisions. This is rarely the case. Instead, they often get exposed to group biases, conflicts and formalities, leading to suboptimal investment decisions.Learn how to configure an investment committee to achieve most evidence-based decisions. Explore best practices that help your team to focus. Enable them to master challenges, setbacks and even crises better than others. A crucial comparative advantage. The bootcamp is designed as a competition-based investment committee simulation. Lessons learned are immediately practiced and reflected.
Upcoming start dates
Who should attend?
Who Should Attend?
This programme is designed for investment professionals of various profiles, like portfolio managers, risk managers, analysts and private bankers that rely on rational decisions to succeed. This programme is ideal for participants with a knowledge of the fundamentals of asset allocation theory, behavioral finance and artificial intelligence-based methods in investment management.
Training content
Day One: Committiee Design
- Session 1 / Morning: Pitfalls and Best Practices in optimally designing investment committees
- Session 2 / Afternoon: Deliberate Practice
Day Two: Committee Management
- Session 1 / Morning: Best Practices and Pitfalls for optimally working together in investment committees
- Session 2 / Afternoon: Deliberate Practice
Day Three: The Simulation
- Session 1 / Morning: Best Practices in Configuring Your Investment Process
- Session 2 / Afternoon: Deliberate Practice
Day Four: The Competition
- Session 1 / Morning: Competition
- Session 2 / Afternoon: Reflection
Certification / Credits
Learning Outcomes
After attending this bootcamp you will know how to:
- Build optimally configured and incentivized investment committees
- Maximize cognitive diversity in investment teams
- Prepare and run an investment committee
- Identify dysfunctionally configured and managed teams
- Address and resolve conflicts in IC
- Improve the decision quality through simple rules
- Introduce changes in the IC configuration
- Ensure compliance and accountability
- Improve the configuration and collaboration of your own IC
- Embed latest asset allocation methods in an optimal decision design
Why choose Euromoney Learning?
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80+ countries where training is delivered
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Euromoney Learning
At Euromoney Learning, we understand that learning doesn’t start and end when you leave the classroom. We know that the financial markets never stand still, and that technology has both simplified and added complexity at a break-neck pace. That’s why...