Investment Management

7city Learning
London, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' Introducing the Investment Manager
What is investment management?
Industry development, ownership and structure
Industry drivers
Current trends and themes

The Investment Management Process
Establishing investor objectives
Investment return profile
Risk tolerances and Investment constraints
Portfolio construction and risk management
Portfolio monitoring and administration
Performance evaluation - measurement and attribution

Principals of Portfolio Construction
Strategic asset allocation - definition and formulation
Principal asset characteristics- expected return and volatility (risk)
Typical strategic weightings and a stylised investment cycle
Tactical asset allocation
The concept of correlation
Diversification and the Efficient Frontier

Key Players in the Investment Decision Process
The asset allocation committee
The Trustee Board & consulting actuaries
The portfolio manager & the ’buy-side’ analyst
The centralised dealing desk

Managing an Equity Portfolio
Active Fixed Income Investment Strategies �Motivations and Characteristics
Styles: Growth, Income, Value, Technical etc.
Passive Fixed Income Investment Strategies �Motivations and Characteristics
Methods: Replication, Sampling, Optimisation and Synthetic
Hedge Funds: A Different Active Strategy

Managing a Fixed Income Portfolio
Active Equity Investment Strategies- Motivations and Characteristics
Styles: Growth, Income, Value, Technical etc.
Passive Equity Investment Strategies- Motivations and Characteristics
Methods: Replication, Sampling, Optimisation and Synthetic

Investment Products �An Overview
Pension funds �defined benefit and contribution
Collective Investment Schemes �Mutual Funds, Unit Trusts & OEICS
Investment Trusts
ISA’s and PEPs
Exchange-Traded Funds (ETFs)
Hedge Funds �the new investors
Private client wealth management
...''

Phone:+44(0)20 7496 8600

School Address:

4 Chiswell Street
London
EC1Y 4UP
UK

Jobs & Resumes: London
Houses & Roommates: London

Contemporary Equity Analysis
Equity Markets
Energy Futures Workshop
Exotic Equity Derivatives, Pricing and Hedging
Credit Derivatives
Equity Derivatives
Swaps
Financial Modelling
Mathematics for Quantitative Finance
Hedge Funds
Wealth Management
Private Client Tax
Real Estate Finance
Real Estate Investment
Real Estate Securities
Treasury Products

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