This 3 day training event covers the techniques and methodologies widely deployed within the investment management industry by professionals managing strategic and tactical portfolios through a wide range of traditional and alternative asset classes, across a broad spectrum of securities and instruments. The course will also focus on some of the more practical challenges facing industry practitioners today with the emphasis on developing and deploying realistic solutions including applying alternative approaches to identifying potential returns compared to traditional valuation methods and addressing fat tail risk through active behavioural risk overlays.
The Investment Management course will give participants a thorough understanding of investment instruments and products, construction of efficient strategic investment portfolios, operation of tactical asset allocation overlay strategies, tools to build active risk overlays and gain an appreciation of current issues faced by investment management professionals and how the industry is responding to these issues.
Although the Investment Management course was devised with professional investment managers, advisers and analysts in mind, its wide-ranging syllabus also offers an excellent guide to investment management generally. For this reason it can also be used as a knowledge-building introduction for those needing to better understand practical application of investment theory and current issues.
It is expected that participants will have familiarity with financial services, basic asset classes including equities and bonds and core investment/portfolio management theory.
Classroom style lectures featuring up-to-date and relevant case studies and example.