Category: Investment Management
Course Level: Introductory to Intermediate
Duration: 2 days
Contact us for more information.The two-day course is designed to unlock the mystery surrounding the investment industry.
Each subject is tackled on an 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 process. 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.
Objectives:
By the end of the course, delegates will have a better understanding of:
- clients of the firm – retail, private wealth management, institutional, their aims and objectives, risk profiles
- investment products – types, distribution and pricing
- the main asset classes – risk and return profiles, pricing and valuation tools used by investment managers
- investment strategies and styles
- typical structure of an investment firm
- performance measurement, attribution and risk analysis, benchmarking
By the end of the course, delegates will be able to calculate:
- fair value of fixed income securities using DCF
- common pricing ratios for equities (e.g., P/E, NAV)
- fair value of a futures contract and margin required
- portfolio risk and expected return
- absolute and relative performance for a portfolio
- alpha, beta and the information ratio
Course Content:
DAY ONE
- Savers and borrowers
- Investment objectives
- Asset classes
- Winning new business
- Investment products – institutional pension schemes
- Other institutional products
- Investment products – retail funds
- Other retail products
- Wealth management
- Investment strategies
- Performance
- The structure of an investment institution
DAY TWO
- Fixed income
- Pricing
- Equities
- Cash and Money Market Instruments
- Currencies
- Alternatives
- Derivatives
- Modern portfolio theory
- Building portfolios
- Performance measurement
This course would be suitable for:
- Finance and accounting
- HR and training
- Investment administration and operations
- Investment professionals
- IT and software developers
- Legal & Compliance
- New entrants
- PR and recruitment firms
- Risk management
- Sales and marketing
This course would be suitable for these exams:
- CFA - Level 1
- CFA - Level 2
- CISI Diploma - Fund Management
- CISI Diploma - Private Client Investment Advice and Management
- CISI IAQ - Collective Investment Schemes Administration
- IMC
- UKSIP - Introduction to Investment
