Drafting Investment Guidelines

With a foundation of understanding investment guidelines and a variety of portfolio strategies, this course provides an in-depth analysis of the elements comprising such investment guidelines, and focuses on teaching delegates how to draft them for different portfolio types and objectives, in a practical commercial context in light of regulatory requirements. The topics of this course include:

  1. World of Investment Management;
  2. Types of assets;
  3. Equity portfolios;
  4. Fixed income portfolios;
  5. Derivative portfolios;
  6. Real estate portfolios;
  7. Investment guidelines – core components; and
  8. Drafting investment guidelines plus sample reviews.

This is a full-day course and delegates will leave with an in-depth understanding of drafting investment guidelines. This unique and specialist course is aimed at those professionals that have been negotiating investment guidelines and wish to push their expertise to the next level!

If you would like to attend, but cannot travel to our venue, we are happy to offer you virtual attendance or you may purchase the course materials, so do get in touch!

Date: TBC

Price: £1,890

Venue: K304-6 Kala Studio, The Biscuit Factory, Drummond Road, London, SE16 4DG

For more information, please click below to access our course brochure:

Drafting Investment Guidelines Cover


We'd love to hear from you, please get in touch with us if you have any questions.


©2023 Cleveland & Co

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