What are the levels of knowledge and skill of your people? Which professional competencies do they need to improve upon? How do you test these competences in a motivational and engaging way?
Investus is an experiential learning workshop that uses the challenge of working under pressure to meet a client’s objectives as a way of developing communication, collaboration and leadership skills, the key to success for any business.
In this competitive and challenging workshop, teams take on the role of investment managers trading on a global equity market, developing and adapting strategies in response to business news, company information and market data. Businesses in all sectors will benefit from the experience.
The Investus workshop is supported by a framework that will track and measure progress in the development of these competencies:
Achieving & delivering: results-focussed; commitment to quality
Personal effectiveness: planning, organising and flexibility; confidence and self-control; problem-solving and initiative
Working together: communicating with clarity; collaborating with others; influencing and relationship building
Investus contains task-specific objectives that directly address the demonstration of key competencies and a ratings scale that allows trainers to measure performance easily.
In the first part of the workshop the teams manage a client’s fund in a simulated equity market that exposes them to business news, company information and market data. Participants work in teams of four with each person having a specific role to fulfil: Team Leader, Investment Analyst, Media Analyst and Account Manager.
Teams collaborate on decision-making, deal with the consequences of investments and manage risk within their trading positions. They develop an investment plan and trading strategy that must be managed and adapted as the activity progresses.
In the second part of the workshop, each team is required to prepare a report and presentation for their client based on the performance of their fund and the strategy they deployed.
In digital or poster form, the reports are presented to the group and can be judged by your trainers or by a team of senior managers. The teams are assessed on: