Course overview

Aimed at investment marketers new to the industry or in need of a refresher, the induction is made up of four half-days that cover an introduction to investment management and the state of the industry, as well as an overview of investment marketing fundamentals.

Fully endorsed by the Chartered Institute of Marketing, you will learn and discuss ‘need-to-know’ aspects of the market, regulation, distribution channels and marketing strategies. As well as learning and development, the Induction is an essential learning experience to fast-track team members in becoming more effective in their marketing roles. 

Learning outcomes

  • Understand the industry and its trends

  • New perspectives on marketing mix and applications

  • Build confidence and a solid knowledge base

Who is this for?

For marketers new to the industry and investment managers new to marketing.

Book course

September 2021


4 days


Marketers new to the industry

Key features

Peer network

You will be working exclusively with peers from the same industry. You will be sharing experiences and best practice with like-minded marketers who understand and empathise.


Limited to maximum of just 10 candidates per intake, providing the ideal learning environment. You will be part of a select cohort.

Investment industry focus

The Induction is truly unique, it provides investment management industry focus throughout.

On demand content

You’ll receive the recorded sessions to review as well as further reading and resources.

What you'll learn


Investment management fundamentals

You will learn about investment management fundamentals, including traditional and alternative asset classes; investment solutions, instruments and styles; risk/reward; inflation; portfolio construction; as well as fund sectors.



The distribution landscape

Understand the nature and role of asset managers; the various functions within an investment management firm and how marketing interacts with them; and learn and discuss ‘need-to-know’ aspects of the European distribution landscape.


Communication and content

You will focus on client motivations and be challenged on how to effectively communicate with clients and make your content work harder. We will also look at recent regulation and the challenges investment marketers face.


Marketing in practice

You will get to know the investment marketing toolkit, reaching the market and the challenges and opportunities of marketing in our industry. We will also look at how the industry is evolving and the changing role of marketing post-Covid.

Meet your instructors

Benjie Elston

Benjie brings business development and commercial skills from over 12 years in the asset management industry, as well as learnings from a self-funded MBA at Strathclyde Business School, the CFA Certificate in ESG Investing and the Cambridge Institute for Sustainability…

Nick Pilkington

Nick joined White Marble in 2016 to lead the UK consultancy business, leveraging his extensive knowledge of both UK wholesale and institutional markets and a deep understanding of investment styles, processes and fund structures.

Elisa Magistrali

Elisa joined is an experienced marketing and client engagement professional with 19 years of experience in developing B2B marketing strategies with leading investment management groups.  Most recently Elisa was head of global channel marketing at Unigestion. Prior to this she worked for 11 years at Goldman Sachs Asset Management where she covered many roles within the…

Ross Treleaven

Ross specialises in Marketing Strategy and effective Implementation. He is experienced in project ownership and management, helping clients to deliver across various projects from Digital Marketing practices such as launching websites and establishing a social media approach to helping clients…

Would you like to find out more?

Other courses

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The Academy provides a five-day training and development programme for marketing professionals typically with 3-5 years’ experience to develop key industry specific skills across the marketing mix and introduce a toolkit of soft skills to aid development.

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Future leaders

The Future Leaders programme develops commercial acumen, strategic thinking and planning skills as well as building out the soft skills to present, influence and negotiate with senior stakeholders within the marketers business.

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The Leaders programme is designed to build individual profile, skills & confidence in senior marketers aiming for the c-suite, providing development across technical skills, soft skills and strategic perspectives in an exclusive group.

Team booking

Think your team could benefit from this course? We are able to deliver this course, or even specific versions of our courses, to groups as and when required. Find out how we can tailor our programmes to your needs. 

Benefits to employers

As well as developing individuals, our bespoke training gives your team the ability to use practical skills and knowledge in their roles. This helps them contribute further to projects and continue their personal development. Your business will gain: 

  • Improved competency and industry nous 
  • Confident and engaged employees 
  • A team with a wider and improved skillset

Would you like to find out more?

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