Course Overview
Course Description
This comprehensive 5-day course provides a solid foundation in investment management principles and practices. Participants will explore key concepts in asset allocation, portfolio theory, risk assessment, and performance evaluation. The course combines theoretical knowledge with practical applications, preparing finance professionals to make informed investment decisions and manage portfolios effectively.
Learning Objectives
- Understand the fundamentals of investment management and financial markets
- Develop skills in asset allocation and portfolio construction
- Learn to assess and manage investment risks
- Master techniques for evaluating investment performance
- Gain insights into alternative investments and emerging trends
Course Modules
Day 1: Introduction to Investment Management
- Overview of financial markets and instruments
- Investment management process and key players
- Fundamentals of risk and return
- Time value of money and investment mathematics
Day 2: Asset Allocation and Portfolio Theory
- Modern Portfolio Theory and efficient frontier
- Strategic and tactical asset allocation
- Diversification strategies
- Capital Asset Pricing Model (CAPM)
Day 3: Equity and Fixed Income Investments
- Equity valuation methods
- Bond pricing and yield curves
- Duration and convexity
- Fixed income portfolio strategies
Day 4: Risk Management and Alternative Investments
- Value at Risk (VaR) and other risk measures
- Derivatives and hedging strategies
- Introduction to alternative investments
- Real estate and commodities in portfolios
Day 5: Performance Evaluation and Emerging Trends
- Performance measurement and attribution
- Benchmark selection and construction
- ESG investing and sustainable finance
- Fintech and the future of investment management
Practical Wins for Participants
- Ability to construct and manage diversified investment portfolios
- Skills to evaluate and mitigate investment risks effectively
- Techniques to measure and analyze investment performance
- Insights into emerging trends shaping the investment management industry
Have Questions About This Course?
We understand that choosing the right training program is an important decision. Our comprehensive FAQ section provides answers to the most common questions about our courses, registration process, certification, payment options, and more.
- Course Information - Duration, format, and requirements
- Registration & Payment - Easy booking and flexible payment options
- Certification - Internationally recognized credentials
- Support Services - Training materials and post-course assistance
Upcoming Events for This Course
Find upcoming training sessions for this course in different cities
