merger merger

Welcome to your new course portal!

On October 15th, moved to - which means you can now find all your favourite courses right here. Don't worry - you can still do all the things that you could do before.

All you need to do is search.

Show as: Mobile

Our annual L&D survey is now OPEN. Have your say in our short survey and receive exclusive pre-access to the report.

A Masterclass in Investment Management

IFF - International Faculty of Finance
Course summary
5 days
4,499 GBP excl. VAT
London, Online courses

Course description

School of Investment Management - A 5-Day Course for Financial Professionals

This School of Investment Management training course works to provide participants with a full and detailed overview of the investment management industry. Over the course of 5 days, 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

Suitability - 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

Training Course Content

This training programme will include the following content:

Day 1

  • 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 2

  • Drivers of Global Bond Returns
  • Equity Valuation and Stock Selection
  • Style Bets in the Markets

Day 3

  • Derivatives and Investment Management
  • Traditional and New Paradigms in Asset Allocation
  • The Process of Tactical Asset Allocation

Day 4

  • Understanding Investment Risk
  • Multifactor and Investment Risk
  • Risk Managment Concerns on Global Liability Driven Investors
  • The Risk Budgeting Process

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

Case Studies

  • The great stock bond market collapses: 2009 and 2011
  • 2014 and the historical equity level indications
  • The European CDS markets in 2014
  • The bond market meltdown of 2008/9 and the bond market rally of 2011
  • Dissecting a 130/30 equity investment strategy 2014
  • Asset allocation using a mean variance optimiser
  • Where institutional investors are going with their assets allocation
  • Reviewing the top institutional global investment performance: The endowment style asset allocation
  • Indicating future investmtne risk - Running a multifactor model on an intermediate term bond fund
  • Outsourcing alternative exposure - Due diligence amdn manager monitoring of external managers


The cost of this School of Investment Management course is £4,499 + VAT per delegate.

In House Training

IFF is the global leader in the provision of tailored in-company courses that are designed to bring about significant increases in personal and organisational performance.

Get Inspired! Watch the Video

About provider

International Faculty of Finance - IFF Finance & IFE Energy - Specialist Training Courses

As one of the world's leading specialist financial training organisations, The International Faculty of Finance, provides participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage.  Established in 1991 we...

Read more and show all courses with this provider

Request info

Fill out your details to find out more about A Masterclass in Investment Management.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

IFF - International Faculty of Finance

Maple House 149, Tottenham Court Road
W1T 7AD London

 Show phone number


Average rating 4.8

Based on 4 reviews.

Edikan Ray Osho
Good introduction to a very broad course , there was quite a few practical examples of situations for us to explore in order to understand better
Ilkka Ruotsila
The thing I liked most about the course was the discussion, examples, stories
Fantastic trainer and great relationship between the teacher and participants. Dau Minh Lam, Deputy CEO, Baoviet Fund Mngt
Request Information

Find out more about this A Masterclass in Investment Management course - simply fill out your details:

Course rating
Based on 4 reviews.
Not sure where to start?
Be Inspired - watch the videos