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Investment Management Explained

Investment Management Explained

CPD Hours: 14


This two-day course is designed to unlock the mystery surrounding the investment industry.

Each subject is tackled with the assumption of no existing knowledge. All terms and jargon are fully explained.

The course is designed to instil confidence in the delegates and give them a detailed understanding of investment products and processes. It will enable them to better understand their role in a firm and how they can enhance their effectiveness.

The course explores the main asset classes, their risk and return, valuation tools, trading and settlement. Modern Portfolio Theory is fully explained, as is its application to client portfolios, as well as practical aspects of administering portfolios and measuring investment performance.

The course also covers the structure of investment firms and the relationships with external providers and follows a transaction from the front office, through the dealing process and on to settlement and custody.

Case studies and group discussions form an integral part of the course, to allow the delegates to consolidate the information.


At the end of the workshop, delegates will have a better understanding of:

  • The industry, key operators and recent trends
  • The firm's clients and business relationships
  • The firm's products and distribution models
  • The main asset classes and how they are used at your firm
  • Investment strategies and styles
  • Investment risk and performance attribution
  • The firm's business model

Who Should Attend?

  • Finance and accounting
  • HR and training
  • Investment administration and operations
  • Investment professionals
  • IT and software developers
  • Legal and compliance
  • New entrants
  • PR and recruitment firms
  • Risk management
  • Sales and marketing


  • Understanding the industry
  • Your firm's clients and investment objectives
  • Institutional money
  • Retail funds
  • Investment trusts
  • Asset classes - Fixed Income
  • Asset classes - Equities
  • Asset classes - Cash and Money Market Instruments
  • Asset classes - Alternatives
  • Modern portfolio theory
  • Building portfolios
  • Derivatives
  • Investment performance
  • The structure of an investment institution
  • What does the future hold?






Contact us for more information.

What people say about our Investment Management courses

Capital City Training