We help your team understand how an asset management business works.
Immerse your team in how investment products are really managed, with realistic decisions, changing market conditions and real consequences.
Participants work to a fund mandate, respond to changing market information and make decisions over time, seeing the effect on the portfolio, the client and the wider firm.
Turn asset management knowledge into decisions your team can make
Your programme may already cover the concepts, language and technical detail.
But our simulation gives your team the opportunity to put that knowledge into practice.
Participants interpret information, make investment decisions and see the result, helping them understand how the fund mandate, investment choices, risk, client expectations and business outcomes fit together.
Built around the learning you already have
Our simulations can fit easily into onboarding, product training, academies, internships, induction programmes or more advanced learning.
We work alongside your L&D team, internal experts and existing providers to shape the experience around the audience and the way your business works.
Simulations can run in-class, virtually, in a hybrid format or self-paced, and can be adapted to reflect different funds, products and investment criteria.
How our asset management simulations work…
Participants receive a fund mandate, benchmark and investment constraints. New market, economic, sector or company information is introduced as the simulation progresses.
Teams interpret the information, form a view and decide where to allocate capital. They build or rebalance the portfolio while working within the fund’s mandate and risk limits.
Participants see the impact of their decisions on return, risk and performance. Attribution and relevant measures help them explain what happened — and what the result means for the client and the business.
Explore some of our asset management simulations
Our portfolio covers a range of investment strategies and asset classes. Each simulation gives participants responsibility for a fund, decisions to make and clear evidence of the consequences.
Equities Investing Simulation
Equities Investing Simulation
Participants manage a $100 million equity fund across ten companies and several sectors.
They assess financial performance, management quality, market position and competitiveness before deciding where to allocate capital — seeing how stock selection and sector exposure drive performance against a benchmark.
Four-year horizon | Customisable
Fixed Income Simulation
Fixed Income Simulation
Participants run a Strategic Bond Fund across government, index-linked, investment-grade and high-yield bonds.
Changing economic and market conditions shape decisions around duration, allocation and security selection, helping learners understand how a fixed-income fund responds to rates, inflation and credit conditions.
Four-year horizon
Multi-Asset & Multi-Strategy Simulation
Multi-Asset & Multi-Strategy Simulation
Teams manage a portfolio through changing economic conditions, selecting a fund style suited to a particular client profile.
They allocate across asset classes, adjust exposures and review performance in absolute, relative and risk-adjusted terms.
Quarterly cycle
ESG Equities Investing Simulation
ESG Equities Investing Simulation
Participants manage a long-only equity fund with a defined ESG requirement.
Company updates, market news and ESG scorecards influence each decision as teams rebalance the portfolio and see the effect on both investment performance and the fund’s ESG profile.
Quarterly cycle
ESG Bonds Investing Simulation
ESG Bonds Investing Simulation
Participants manage an aggregate bond fund across government and corporate debt.
They use macroeconomic data, interest-rate trends, company news and ESG ratings to make decisions on holdings and duration, balancing financial and sustainability considerations within the same fund.
Three-year horizon
Can’t find exactly what you’re looking for?
Can’t find exactly what you’re looking for?
The simulations shown here are just a selection of our wider portfolio.
Get in touch to explore more options, or talk to us about adapting an existing simulation or creating something bespoke for your team.
The learning experience
We can immerse your team in a practical experience that brings both the product and the wider business to life, helping learners connect investment decisions with the client, product, risk and commercial considerations surrounding the fund.
Participants build their ability to:
- Understand what a fund is designed to deliver for the client
- Turn market and economic information into decisions they can defend
- See how allocation and security selection affect return and risk
- Explain performance using measures relevant to the product
- Understand how investment, product, risk and client teams connect around the same fund
- Link fund outcomes to client confidence and wider business performance
Leading organisations, past and present, who have partnered with us for our unique experiential solutions
