Richard Sarsfield
About Richard
I'm Richard Sarsfield. I spent more than 25 years in institutional asset management and have taken all four ITPM courses.
My career has covered insurance portfolios, balance-sheet management and investment-solutions roles at global firms. I'm based in Cumbria, and I now run my own consultancy, Apex Insurance & Pension Solutions.
I built the site to make the course choice easier
I built this site to help people choose between the courses. I also provide my own planning and review software to students whose enrolment through one of my links is verified.
I have known Anton for more than a decade and consider him a friend. The courses' emphasis on macro context, portfolio construction and risk management is close to the way institutions think about markets. That is why I am comfortable recommending them.
The reviews are my own
Each review keeps three things apart: what a course contains (modules, format, prerequisites), what ITPM says about it, and what I think of it. They are labelled, so you can weigh them differently if you disagree with me.
I don't reduce a course to a star rating. Each review ends with the reader I think the course suits and what I would do with the material after buying it. I took all four myself before writing a word about them.
Affiliate relationship
Full disclosure: I run this site independently as an ITPM affiliate. I have taken all four courses and write the reviews myself. If you enrol through a marked link, I may earn a commission. That does not change the price you pay. ITPM provides the courses and handles checkout; I provide the reviews and companion tools described on this site.
If you are unsure where to begin
Send me a question. I can explain how I see the fit, but I cannot give personal investment advice or tell you what to trade. Course questions come directly to me.
Away from the desk
When I'm not working, I'm usually finding practical ways to apply AI, out hiking or mountain biking, or fly fishing on a quiet stretch of river.
Apex Insurance & Pension Solutions
My independent investment and treasury consultancy. It advises insurers, pension schemes and asset managers on liability-driven portfolios, Solvency II and regulatory matters, and institutional positioning.
Visit apexips.com →