Description
Develop your understanding of a trustee’s duties when investing and managing the trust fund. Achieve a globally recognised benchmark qualification and take a step closer to achieving the STEP Diploma.
This course provides practitioners with the technical knowledge and understanding of a trustee’s duties when investing and managing the trust fund.
- Gain in-depth expertise: Improve your technical knowledge of law and best practice relating to the proper management and investment of the trust fund, including the key considerations, evaluations, and duties of a trustee in deciding how and in which asset classes to invest trust property.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners on everyday matters encountered when investing and managing a variety of asset classes.
- Build valuable connections: Network with like-minded professionals in varied roles and firms from all over the world.
- Industry recognition: Recognised worldwide as the ‘gold-standard’ benchmark qualification for those working in the international trusts industry by employers, regulators, clients, and professional, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- Trustees’ powers and duties when investing and managing the trust fund
- How to establish an appropriate asset allocation to meet the needs of the trust
- How to monitor investment performance and balance risk with anticipated return
- The fundamentals and best practice of asset management when administering the following types of trust assets:
- Cash, including money market securities
- Bonds
- Stocks and shares
- Derivatives (options)
- Collective investment funds
- Structured investment products
- Private equity
- Private operating companies
- Real estate
- Movable chattels
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