Developing Investment Excellence with Goldcrest – transforming performance, leadership and teamwork.
Understanding the Solution
Doing this well demands a high level of both emotional and financial intelligence combined with some focused effort to round out skills. Often, ‘on the job’ experience and learning from more senior colleagues goes some way to achieving this. However, this process can be accelerated through focused work with an expert partner who deeply understands the context, personalities and performance expectations that come with the role.
The Goldcrest Partners Developing Investment Excellence programme offers a comprehensive and structured approach to building essential skills for organisations seeking to develop their next generation of investment leaders or for targeted work on the goals of an existing investment team.
Through our experience working as investors and with them, we have highlighted five critical areas that we believe are vital to an investor’s long-term success in all aspects of the role.
Investment Skill
Generating returns for clients is an investor’s most important role. It is a skill that takes years to develop and benefits from continuous learning. Fresh perspectives on how we think, deal with emotions and respond to pressure generate valuable insights for even the most experienced investors.
Investment Teamwork
It is often the case that investment leaders are in their position due to their excellent investment skills, rather than their leadership skills. However, in a leadership position they will need to run a desk or lead a team with limited training or experience. Effective teamwork requires a whole new skill set that is not only different from that of an investor but, on occasion, seems diametrically opposed!
Impactful Engagement
How we communicate with clients, within the team, and across the organisation are vital skills for an investor to develop. The core competencies of concise communication, challenging well and executive intelligence are a foundation from which impactful engagements in a variety of contexts can be built.
Building Resilience
Recognising that investing is an ‘infinite game’ with no off-season is a key realisation to performing sustainably. Being resilient is not just about resisting pressure or bouncing back, though. Understanding the habits to build personal resilience underpins our capacity to make better decisions, engage productively with colleagues, communicate well with clients and respond well to change.
Leading Change
There are significant secular and cyclical changes impacting parts of the asset management industry. These external factors can have a profound consequence on the internal landscape of organisations. Understanding this and having the ability to navigate the terrain by adapting to new circumstances has therefore become a core skill.
Methods of Delivery
Committing investors to the full programme provides a cohesive, long-term development plan that not only accelerates individual growth, but also strengthens the overall investment culture within an organisation.
Alternatively, we offer tailored workshops that can either cover a selection of the five topics addressed by the full programme or deep dive into a particular area. This option allows organisations to select the most relevant content based on their specific objectives and develop the effectiveness of a specific investment team.
Investor Coaching
Our Investor Coaching offering is designed with flexibility in mind and available in multiple formats to meet a range of needs. It can be experienced as a core component of the comprehensive Developing Investment Excellence programme, added as a valuable extension to stand-alone or combination workshops, or accessed independently.
This standalone option is ideal for CIOs, strategy leads, and other senior investors who wish to focus exclusively on the areas most critical to their strategic goals.
We welcome the opportunity to discuss suitable options with you so please do get in touch.
Developing Investment Excellence
Developing Investment Excellence
