Design principles for investment committees
Investment committees are well established decision making bodies. They are expected to enrich the competencies of their participants in order to take the most informed investment decisions. Instead, they often get exposed to group biases, conflicts and formalities, leading to suboptimal investment decisions.
Learn how to configure an investment committee to achieve most evidence-based decisions. Explore best practices that help your team to focus. Enable them to master challenges, setbacks and even crises better than others. A crucial comparative advantage.
Lecturer: Markus Schuller
Learning goal: Learn how to configure a committee that produces the most evidence-based investment decisions.
PS framework: Behavior/Group
CPD accredited: Yes (1.5 credits)
Language: English (on-demand in German)
Beneficial for: Investment committee members, CIOs, Board of directors, Investors with fiduciary duty
Sprint structure: 90min input + 90min deliberate practice, reflection and implementation planning
Format: Online (Zoom)
Costs: EUR 149per participant
Minimum size: 5 participants
BEST PRACTICES (40min)
- Maximizing Cognitive Diversity for high performance investment teams
- Train decisions under uncertainty
- Increase ambiguity tolerance
- Heuristics for creative and critical thinking
- Introduce simple rules
- Align incentive systems
DELIBERATE PRACTICE (30min)
Participants will reflect on their own investment teams/committees and explore how to optimize it by applying previously introduced techniques.
LESSONS LEARNED (5min)
NEXT STEPS (5min)
FEEDBACK FORM (5min)