The structured days will provide marketers with an insight into the investment market, its products and the client base that influence their work. It focuses on the challenges relating to industry regulation, while also providing an instant peer group of fellow practitioners within the industry.
Day 1 - Investment management fundamentals
You will learn about investment management fundamentals, including traditional and alternative asset classes; investment solutions, instruments and styles; risk/reward; inflation; portfolio construction; as well as fund sectors.
Day 2 - The distribution landscape
Understand the nature and role of asset managers; the various functions within an investment management firm and how marketing interacts with them; and learn and discuss ‘need-to-know’ aspects of the European distribution landscape.
Day 3 - Communication and content
You will focus on client motivations and be challenged on how to effectively communicate with clients and make your content work harder. We will also look at recent regulation and the challenges investment marketers face.
Day 4 - Marketing in practice
You will get to know the investment marketing toolkit, reaching the market and the challenges and opportunities of marketing in our industry. We will also look at how the industry is evolving and the changing role of marketing post-Covid.
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Meet the speakers
A financial services veteran in roles related to training, writing, marketing and sales. By taking a focused, research-based approach, Andy shares how he concentrates on helping organisations to use language effectively and win more business.
Nick joined White Marble in 2016 to lead the UK consultancy business, leveraging his extensive knowledge of both UK wholesale and institutional markets and a deep understanding of investment styles, processes and fund structures.
What the alumni say
"The Induction was invaluable to me. The whole day was really interesting and engaging."
Events Specialist, Global Marketing - EMEA, Wellington Management
Small learning groups
To boost learning and interactivity
Friendly and informal environment to encourage questions and discussion
A two-day overview of investment management and its marketing
Grow your network & share ideas
An instant peer group of fellow practitioners within the industry
The Induction provides an introduction to investment management and the state of the industry and an introduction to investment marketing.
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Booking for a team?
Get in touch with us about learning and development solutions for your whole team, including engaging your team through the AIM network for content, events and resources.Get in touch