Investment Fundamentals: Understanding Risk, Return and Diversification
Event Details
Free
Date and Time
Tue, 21 October 2025
12:00 - 13:00
Location
Your event link is available via IOB Learn
Event Details
Free
Date and Time
Tue, 21 October 2025
12:00 - 13:00
Location
Your event link is available via IOB Learn
Whether you're advising clients or managing your own portfolio, a solid grasp of investment fundamentals is essential.
This online event is designed to demystify the core principles of investing, helping IOB members build confidence in evaluating opportunities and managing risk.
Join us for this event where our speaker will guide you through key investment concepts, including:
• The nature of investment risk and its various forms
• Assessing risk tolerance and understanding risk ratings
• The relationship between risk and return
• The role of diversification in investment strategy
• Practical challenges and best practices in portfolio management.
By the end of this event, you'll be better equipped to make informed decisions about pensions, savings and other investment options—both for your clients and yourself.
There is 1 CPD hour for the following deisgnations:
QFA- (Pensions, Saving and Investments)
APA-(Pensions, Saving and Investments)
Registered Stockbrokers- (Pensions, Saving and Investments)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Alan Casey
Portfolio Manager at Bank of Ireland Investment Markets
Alan Casey is a Portfolio Manager at Bank of Ireland Investment Markets. Alan has worked in the Pensions & Investment industry for over 30 years and is currently responsible for the management of a portfolio of investment strategies, valued at over €1bn, which form part of the iFunds suite of funds, Bank of Ireland and New Ireland Assurance’s multi manager, multi asset fund offering.
Alan is an Associate of the Irish Institute of Pensions Management, a CFP professional, holds a Professional Certificate in Asset Management, a Graduate Diploma in Financial Planning and a MSc in Financial Services from UCD
