Overview

Investment management is a booming industry responsible for the handling and generation of large quantities of money. And for vast numbers of monetary transactions across the globe. Investment management services include elements of asset and stock selection, financial analysis and continuous monitoring of investments, and implementation of investment plans. As a part of financial services provided, investment management companies are today employing investment or fund managers and staff in great numbers and focusing on generating impressive revenues.

This Course in Investment Management covers a whole host of interesting topics, including: The Financial System and its Elements, Introduction to Market Instruments, Investments and Asset Classes, and Principles in Investing. The course will teach you everything you need to know to become an Investment Manager.

Over This 5 Days Course, delegates will engage in formal lecture and case study exercises to gain an understanding of the following:

• Equity, bond and alternative investment management tools and techniques
• The navigation of the world of investment analysis
• Construction of an efficient equity portfolio in a world of volatile global markets
• Secrets of “endowment style asset allocation” and their longer term top decile returns
• Risk management and downside protection of investment portfolios
• Newer asset classes coming mainstream: hedge funds, private equity, commodities and real estate investment as an evolving asset class

Who should attend?

This training course is ideally suited to investment professionals wishing to gain practical and theoretical knowledge into the field of investment management. Suitable candidates may include, but are not limited to:

• Investment analysts
• Fund managers
• Pension fund managers
• Pension fund trustees
• Portfolio managers
• Asset managers
• Investment managers
• Private bankers
• General fund managers
• Sales staff
• Operation and compliance staff

Course Content

Day 1

Investment Management Fundamentals

In this section the role played by investment managers within the financial markets is covered. The spotlight on clients and their needs allows participants to place the markets in context.

• Introducing the Investment Markets and Investment Fundamentals
• Sources of Investment Return Drivers
• Understanding Investments Statistics
• Investment Performance Measurement
• Economic Impact on the Financial Markets
• What are the financial markets and why do they exist?
• The major players and the role of the investment banks( Investors – Borrowers )
• Key investor clients within financial markets
• Institutional investors ( Pension Funds- Insurance Companies – Sovereign Wealth Funds )

Day 2

Bespoke Investment Management Process

Solutions offered to key clients and the style of asset management are discussed.

• 9 stages in the investment management process
• Client investment objectives
• Active vs. passive investment
• Benchmarks
• Equity Valuation and Stock Selection
• Style Bets in the Markets

Day 3

Asset Classes for Investment

Language and jargon of the major asset classes are covered, at a fundamental level.

• Features of equity
• Features of bonds( Government- Corporate)
• Features of foreign exchange
• Introducing the Investment Markets and Investment Fundamentals
• Sources of Investment Return Drivers
• Understanding Investments Statistics
• Investment Performance Measurement
• Economic Impact on the Financial Markets

Day 4

Risk and Return

Clients are buying risk and return from the investment management industry.

• Introducing the Investment Markets and Investment Fundamentals
• Sources of Investment Return Drivers
• Understanding Investments Statistics
• Investment Performance Measurement
• Economic Impact on the Financial Markets
• Modern portfolio theory
• Assessing portfolio performance
• Measurement of risk and return ( Sharpe ratio- Information ratio)
• Investment products

Day 5

Where the Industry is heading: New Trends in Investment Management

• Are Structured Finance and Engineered Products a new wave Again?
• Hedge Fund Strategies Overview
• The Other Alternative Assets – The Commodity Markets
• Real Estate and Real Assets
• Private Equity
• Obtaining Alternative Investment
• The Major Trends in the Investment Management Industry