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
