A Masterclass in Investment Management

IFF - International Faculty of Finance
Training overview
Professional Course
Self-paced Online
5 days
From 4,499 GBP

Start dates
4,499 GBP
Start anytime

Course description

School of Investment Management - A 5-Day Course for Financial Professionals

This School of Investment Management training course works to provide participants with a full and detailed overview of the investment management industry. Over the course of 5 days, delegates will engage in formal lecture and case study exercises to gain an understanding of the following:

  • Equity, bond and alternative investment management tools and techniques
  • The navigation of the world of investment analysis
  • Construction of an efficient equity portfolio in a world of volatile global markets
  • Secrets of “endowment style asset allocation” and their longer term top decile returns
  • Risk management and downside protection of investment portfolios
  • Newer asset classes coming mainstream: hedge funds, private equity, commodities and real estate investment as an evolving asset class

COVID-19 Update

This provider offers an online version of their classroom courses

Who should attend?

This training course is ideally suited to investment professionals wishing to gain practical and theoretical knowledge into the field of investment management. Suitable candidates may include, but are not limited to:

  • 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

Training content

This training programme will include the following content:

Day 1

  • 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 2

  • Drivers of Global Bond Returns
  • Equity Valuation and Stock Selection
  • Style Bets in the Markets

Day 3

  • Derivatives and Investment Management
  • Traditional and New Paradigms in Asset Allocation
  • The Process of Tactical Asset Allocation

Day 4

  • Understanding Investment Risk
  • Multifactor and Investment Risk
  • Risk Managment Concerns on Global Liability Driven Investors
  • The Risk Budgeting Process

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

Case Studies

  • The great stock bond market collapses: 2009 and 2011
  • 2014 and the historical equity level indications
  • The European CDS markets in 2014
  • The bond market meltdown of 2008/9 and the bond market rally of 2011
  • Dissecting a 130/30 equity investment strategy 2014
  • Asset allocation using a mean variance optimiser
  • Where institutional investors are going with their assets allocation
  • Reviewing the top institutional global investment performance: The endowment style asset allocation
  • Indicating future investmtne risk - Running a multifactor model on an intermediate term bond fund
  • Outsourcing alternative exposure - Due diligence amdn manager monitoring of external managers

About IFF

International Faculty of Finance - IFF Finance & IFE Energy - Specialist Training Courses

As one of the world's leading specialist financial training organisations, The International Faculty of Finance, provides participants in the global financial markets with intensive technical training programmes designed to help them succeed on the global stage.  Established in 1991 we...

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