Fundamentals of Investment Management

Course Info

Length: 1 Week

City: Kuala Lumpur

Type: In Classroom

Available Dates

  • July-08-2024

    Kuala Lumpur

  • Aug-12-2024

    Kuala Lumpur

  • Sep-09-2024

    Kuala Lumpur

  • Oct-14-2024

    Kuala Lumpur

  • Nov-11-2024

    Kuala Lumpur

  • Dec-09-2024

    Kuala Lumpur

Dates in Other Venues

  • June-17-2024

    Paris

  • June-17-2024

    Singapore

  • June-24-2024

    Dubai

  • June-24-2024

    Barcelona

  • July-01-2024

    London

  • July-01-2024

    Amsterdam

  • July-08-2024

    Istanbul

  • July-15-2024

    Paris

  • July-15-2024

    Singapore

  • July-22-2024

    Dubai

  • July-22-2024

    London

  • July-29-2024

    Barcelona

  • July-29-2024

    Amsterdam

  • Aug-05-2024

    London

  • Aug-05-2024

    Amsterdam

  • Aug-12-2024

    Istanbul

  • Aug-19-2024

    Paris

  • Aug-19-2024

    Singapore

  • Aug-26-2024

    Barcelona

  • Aug-26-2024

    Dubai

  • Sep-02-2024

    Amsterdam

  • Sep-02-2024

    London

  • Sep-09-2024

    Istanbul

  • Sep-16-2024

    Paris

  • Sep-16-2024

    Singapore

  • Sep-23-2024

    Dubai

  • Sep-23-2024

    London

  • Sep-30-2024

    Amsterdam

  • Sep-30-2024

    Barcelona

  • Oct-07-2024

    London

  • Oct-07-2024

    Amsterdam

  • Oct-14-2024

    Istanbul

  • Oct-21-2024

    Singapore

  • Oct-21-2024

    Paris

  • Oct-28-2024

    Barcelona

  • Oct-28-2024

    Dubai

  • Nov-04-2024

    London

  • Nov-04-2024

    Amsterdam

  • Nov-11-2024

    Istanbul

  • Nov-18-2024

    Paris

  • Nov-18-2024

    Singapore

  • Nov-25-2024

    Dubai

  • Nov-25-2024

    Barcelona

  • Dec-02-2024

    Amsterdam

  • Dec-02-2024

    London

  • Dec-09-2024

    Istanbul

  • Dec-16-2024

    Paris

  • Dec-16-2024

    Singapore

  • Dec-23-2024

    Dubai

  • Dec-30-2024

    Barcelona

  • Dec-30-2024

    London

  • Dec-30-2024

    Amsterdam

Course Details

Course Outline

5 days course

 
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 )

 

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
 
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
 
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

 

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

Course Video