Training that goes beyond the norm, taking investment professionals to the next level.

Online Course:  Due Diligence

Available as a standalone course or with coaching, for individuals or groups.
Learn more.

More courses will be coming in the future.  Next up, "Communication Skills for the Investment Professional."
If you are interested in creating a course, please
contact us.

Topics for Organizational Development


Due diligence


Effective communication is the missing link for many investment professionals and organizations.  Improve your chances of success within your organization and with your clients, prospects, and stakeholders. 
Our due diligence and manager research training workshops and online course (see above) provide a toolkit to reach for explanatory depth.  (Separate training is available for asset managers who want to improve their relationships with allocators.)
Over the long term, personal creativity and organizational innovation are keys to being competitive in a constantly evolving investment ecosystem.  Learn some practical approaches to make that happen.
These areas pose challenges for investment firms and asset owners.
How have you tried to increase your probability of success?

We offer customized coaching and training for individuals, teams, and organizations. 

Contact us to explore these opportunities in greater depth.

The Academy is part of a broader series of offerings from The Investment Ecosystem,
consulting services for investment organizations and insightful content
focused on continuous improvement.  Subscribe.