Gain the insight, knowledge and direction to start a career in the investment and savings industry with The Skills Workshop

Asset management is the practice of increasing total wealth over time by investing assets that have the potential to grow in value or to provide an income. The investment industry has a lot to contend with. Changing investor demographics, a shift from Defined Benefit to Defined Contribution, the effects of climate change and the need to support the energy transition, how do asset managers remain relevant to achieve their long term goals for the clients? Join us to understand themes and trends shaping investors’ thinking in this changing world, the process of investment strategy and asset allocation and your role in the workplace of the future.

Liquid (or public) markets continue to form a crucial part of investors’ portfolios as they provide the much-needed liquidity investors need to pay their liabilities. What are they, and which asset classes feature in further contributing to a net-zero world?

Today’s investors are keen to branch out to other sources of portfolio diversification. As a result private markets allocations continue to increase and the growing investor demand coincides with continued interest in sustainable investment and climate solutions strategies. Learn about these asset classes and their role in the overall goal.

Today’s researchers and analysts are increasingly exploring innovative tools to enhance their investigative capabilities. As a result, the use of Large Language Models (LLMs) is gaining traction, particularly for identifying complex issues like greenwashing. With the upcoming rollout of the SDR and the Anti-Greenwashing Rule, understanding how LLMs can support effective research has never been more critical. Participants will learn a structured process to harness these tools effectively, making the most of their potential while avoiding common pitfalls. Discover how these advanced tools are reshaping analysis and detection.

Feel the buzz of the trading floor and experience the same simulation used by the world’s largest asset managers, investment banks and hedge funds. This unique experience will allow you to gain role-specific skills and develop your edge in the application process.

 Get ready to discover more about the role that ESG plays across finance, from asset management and retail investing through commercial and investment banks. As part of this session you will work through a series of interactive ESG-themed challenges, before taking part in a hands-on buy-side simulation, where you will face real life profit/sustainability ethical decisions and trade-offs and build you strategy as an asset manager.

This session will help show you the way to better articulate the skills required to find jobs. We will supply a cheat sheet that helps you to tackle the current disconnect between the skills you have and the way current recruitment systems evaluate them, with a focus on how to make your CV and applications stand out for the right reasons.