For the investment manager, the focus has been on risk management and capital preservation rather than chasing returns. For the Trustee, monitoring investments and managed portfolios has probably never been more important.

Richard Sayers, Managing Director of Enhance Investments Limited, was a discretionary portfolio manager during the 2001/2002 bear market so has experience of managing client assets during challenging financial market conditions. More recently as a consultant and importantly not having direct management responsibility but guiding professional fiduciaries in relation to investment activities during 2008/2009, Richard will draw on these experiences to provide a current update and live examples.

The presentation will include:

• The evolution of the investment oversight sector
• Review of investment risks in practice
• Jurisdiction case study - Jersey
• Returns and volatility case study
• Qualitative risks case study
• The components of investment oversight

Register early to secure your place by completing and faxing the registration form (CLICK HERE) to 63299699 or via e-mail by 23 February 2010! 

For more information, please contact us at 31287781 (VOIP no., no 6 prefix required) or email secretariat@step.org.sg.