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> Investment Standards in
Super
Trustee Director
Education
AIST responds to the Trustees challenge.
In recognition that most Trustee Directors are time poor but
have a fiduciary duty to stay informed. AIST has introduced a new
innovative suite of topical Trustee Director Education sessions
called:
"Board Insight Series"
These short sharp 1 hour training sessions are delivered on
demand at your Board meetings.
The sessions are designed to keep your Trustee Board informed
and are delivered by subject matter experts.
The list of sessions include:
- Introduction to ESG (Environmental, Social and Governance)
- Managing Conflicts of Interest (Tailored to your Board
needs)
- Value of marketing to members (Marketing education
session)
- Crystal Ball predictions (Trends, competitive forces,
opportunities)
- Board Effectiveness (Board assessment education)
- Super Cheats (AML/CTF, recent identity theft and superannuation
fund fraud)
- Investment Wisdom (key learning from GFC, influence on future
investment strategies)
- Unlisted Asset valuations - Fact or Fiction (education session
on getting credible and timely valuations)
- AAA Credit Ratings - Explained
We have an extensive network of industry professionals that can
assist your Board with a wide range of topics, if you have a
specific need that is not listed above, please do not hesitate to
contact us.
For more information please call AIST on (03) 8677 3800 or email us.
AIST
Coaching Service
Effective coaching is one of the most powerful tools available
to enable the Trustee Directors or senior management of the fund to
reach their full potential. It can also be a key enabler to
progress through complex multi issue strategic projects.
This service can provide:
To support this need, AIST has an on-demand coaching service
which is designed to fast track knowledge and results.
We have an extensive network of qualified training consultants
or subject matter experts who will provide this coaching
service.
| Tailored one on one sessions: |
Team coaching - Strategic projects: |
- Trustee role and responsibilities
- Fund governance
- Fund compliance
- Specialist legal advice
- Investment principles
- Insurance requirements and obligations
- Death or TPD claim disputes
- Leadership and effectiveness development
- And many more…
|
- Fund mergers/acquisitions transition and integration
- System upgrades
- Business re-engineering
- Restructures
- Operational reviews
- Change management
- Capability and capacity enhancement
- Strategy and Leadership enablement
- Significant event communication
|
If you have a coaching need, talk to us.
Pricing for this service is based on time and requirements,
please contact AIST for further details on (03) 8677 3800 or mailto:
training@aist.asn.au
Investment Standards
in Super
Are you confident that you are getting the most out of your
asset consultant and fund manager?
AIST has created a new interactive workshop to demystify
'investment speak' for trustees and fund executives. After
consultation with our members, the focus will be on investment risk
management and 'real life' case studies. The materials are
practical in nature to equip you to actively question and
participate in the investment decisions that affect your members'
retirement outcomes. The format of the course is over two
non-consecutive days. We would also be pleased to facilitate an in
house session for your fund if more convenient.
Please contact AIST with expressions
of interest for this workshop