Course description
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.
Upcoming start dates
Upcoming start dates
Suitability - 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
Outcome / Qualification etc.
Key Learning Outcomes:
- 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
Training 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
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London Premier Centre
London Premier Centre is a UK leading training provider based in London and specialises in international short courses. Our inspiring, comprehensive portfolio of more than 400 professional development courses and seminars covers a wide range of professions from Administration, Leadership,...