Our firm was founded in 1993 to provide consultancy and training services focused on investment management in general and investment funds in particular.

It was founded by our two directors, Sally Buxton and Mark St Giles, who wrote the standard textbook ‘Managing Collective Investment Funds’, and then developed a two-day classroom training course based on the book. We have delivered this course in partnership with the Investment Association for more than 15 years. During that time more than 2000 professionals from investment fund firms and their service suppliers attended the course.

Course Background

There are lots of good courses that cover specific areas such as operations, risk management and compliance. But we have aimed to create understanding of the investment fund management business as a whole, since we believe that this helps people who may work in particular departments to understand their jobs in a broader context and to see why what they do matters. The nearly 2000 people who have attended our classroom course over the years have agreed with us in finding that this makes their jobs more satisfying and enhances their careers. 

Now, with so many working from home, knowledge that could have been gained on the job by interaction with colleagues is not so easy to come by; and classroom training is not viable.

 So we have converted the well-tried material used in our classroom course into a fully interactive, self-paced e-learning course using the latest instructional techniques. The course has been built in association with Can Studios, who have brought 20 years’ experience of online learning to the project.