Fundamentals of Investment Management
Select Other "city & date"
Fundamentals of Investment Management Course
Introduction:
The investment management industry plays a pivotal role in handling and generating substantial amounts of money and facilitating numerous financial transactions worldwide.
Investment management services encompass various aspects, such as asset and stock selection, financial analysis, ongoing investment monitoring, and the execution of investment plans. Investment management companies employ a significant number of investment or fund managers and staff, focusing on generating impressive revenues as part of their financial services offerings.
The Course in Investment Management offers a comprehensive exploration of diverse and engaging topics. These include understanding the financial system and its components, an introduction to market instruments, insights into different types of investments and asset classes, and principles guiding effective investing.
By participating in this course, you will gain comprehensive knowledge and skills necessary to pursue a career as an investment manager. You will delve into the intricacies of investment management, learning about portfolio construction, risk assessment, performance evaluation, and other essential aspects of the profession.
Through a combination of theoretical learning and practical exercises, the course equips you with the tools and expertise to make informed investment decisions and manage investment portfolios effectively. You will develop a deep understanding of the financial markets and the factors that drive investment performance.
Whether you are a seasoned professional or new to the field, the Course in Investment Management provides valuable insights and knowledge to enhance your abilities as an investment manager. By gaining a solid foundation in investment principles and practices, you will be well-prepared to navigate the dynamic world of investment management and contribute to the success of your clients or organization.
Course Objectives:
At the end of this Fundamentals of Investment Management training course you will able to:
- Discuss core client groups of the investment management industry
- Describe the investment management process
- Detail relevant asset classes for investment
- Define performance metrics of investment funds
- Confidently communicate the definition of technical words and phrases found within the investment management industry
Who Should Attend?
This Fundamentals of Investment Management training course is ideally suited to
- Investment professionals wishing to gain practical and theoretical knowledge into the field of investment management.
- 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 Outlines:
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