Category: Investment Management
Course Level: Intermediate
Duration: 1 day
Contact us for more information.This one-day workshop on the Principles of Portfolio Management (IIM Level Two) is designed to follow the one-day Introduction to Investment Management course. Together, they form the two-day Investment Management Explained course.
This course explores Modern Portfolio Theory, investment techniques, risk and performance measurement.
Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
Objectives:
By the end of the course, delegates will have a better understanding of:
- asset class pricing
- using derivatives
- Modern Portfolio Theory
- risk
- investment strategies
- performance measurement, attribution and benchmarking
Course Content:
- Fixed income
- 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
- 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 - Introduction to Securities & Investment
- IMC
- UKSIP - Introduction to Investment
