Ideas.

Perspective.

Innovation.

Results.

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

Online Courses on Due Diligence

Click on an image, title, or description to go to the course page for more information.

Advanced Due Diligence and Manager Selection
(course only)

Advanced Due Diligence and Manager Selection

(course plus coaching)

Analyzing Investment
 Process
(short course)

This course helps research analysts and capital allocators discover new ways of evaluating asset managers.  Designed to help  you get better at qualitative analysis.

This bundle includes the Advanced Due Diligence and Manager Selection course plus personalized coaching that helps you apply the principles to your situation. 

The most popular and in-depth module in the course is available as a standalone option.  (The purchase price can be applied later for the entire course.)

Coming soon:  "Communication Skills for the Investment Professional."

Training Topics for Organizational Development

Communication

Due diligence

Innovation

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,
including consulting services for investment organizations and insightful content
focused on continuous improvement.  Subscribe.