Selecting and Working with Managers
Develop a structured approach to selecting, assessing and overseeing external managers, with ESG considerations integrated throughout the process.
Live, practitioner-led training
Real-world case studies and practical frameworks
Knowledge you can apply immediately at work
Duration
4 Hours
Structure
5 Modules
Level
Intermediate
Delivery
Live - Online Masterclass
Programme information
Selecting the right external manager requires more than comparing performance. Asset owners need to assess investment capability, organisational quality, governance, risk management and responsible investment practices — and understand how these factors translate into long-term outcomes.
This programme provides a practical framework for selecting, assessing and overseeing external asset managers. Participants will explore manager selection, qualitative and quantitative assessment, benchmarking, responsible investment considerations and effective ongoing monitoring.
Through practical frameworks and real-world examples, the programme will help participants ask better questions, identify potential risks and strengthen oversight throughout the manager relationship.
Structure
Module 1: Manager selection frameworks
Module 2: Assessing extra-financial performance
Module 3: Benchmarking and comparison
Module 4: Ongoing monitoring and engagement
Module 5: Governance and accountability
Develop a structured approach to manager selection and understand how to assess investment capability, organisational quality, governance and responsible investment practices.
Apply practical frameworks to compare managers, evaluate qualitative and quantitative information, and identify the questions that matter during due diligence.
Strengthen ongoing manager oversight through effective monitoring, engagement and governance, and understand when performance or organisational developments require further scrutiny.
Asset owners, pension funds, investment committees, family offices, foundations and other professionals responsible for selecting, monitoring or overseeing external asset managers.
Every course is led by an experienced advisor, combining practical expertise with real-world insight to deliver learning you can apply with confidence.
Learn moreLearn from Experienced Practitioners
Senior Advisor, Sustainable Finance
Rebecca brings deep finance experience from HSBC and South Pole. She advises clients on sustainable finance, disclosure, and integrating ESG into corporate and investment decision-making.
Company
Seawolf Sustainability Consulting
Learn from practitioners
Courses are led by experienced advisors who work directly with organisations on the subjects they teach.
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01
Go beyond theory
Understand how frameworks and standards translate into real reporting, governance and decision-making challenges.
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Ask questions that matter to your role
Live delivery gives you the opportunity to discuss concepts, ask questions and explore how they apply in practice.
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Build knowledge you can use
Leave with a clearer understanding of the subject and practical insights you can apply in your work.
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Frequently asked question
Every course is led by an experienced advisor, combining practical expertise with real-world insight to deliver learning you can apply with confidence.
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