Investment and Wealth Management
The investment management faculty focuses on bringing to life the developments and challenges faced by the global fund management industry.
The learning foundation, typically pitched at new or recent entrant level and middle office, emphasises the essential building blocks of finance – financial statements, accounting and valuation. A broad view of international capital markets used by the fund management industry is then presented.
At the intermediate and advanced levels delegates are drawn into the more specialised area of international fund management through courses focusing on, for example, portfolio construction, attribution analysis issues in benchmarking, product review, investment style considerations and the use of derivatives by investment managers.
The investment management faculty also provides tailored training solutions to the rapidly growing field of private wealth management. The programmes delivered focus on the needs of the international private client, the various products and wealth-preserving techniques used, together with the selling and negotiating skills required by the sales force.
The outlines below are examples of some of the courses we run in the Investment and Wealth Management area. Click here to download a comprehensive list of courses or contact us to request a detailed outline or proposal tailored to your specific needs.
|Advanced Swaps - IRS and Inflation||Advanced||Half Day||Details|
|Advanced Valuation for Equity Fund Managers||Advanced||Half Day||Details|
|Best Practice Financial Modelling||Foundation/Intermediate||2 Days||Details|
|Core Financial Statement Analysis||Foundation||1 Day||Details|
|Developing a Credit Rationale||Foundation||3 Days||Details|
|Fixed Income Foundation||Foundation||Half Day||Details|
|Introduction to Hedge Funds||Foundation||Half Day||Details|
|Introduction to Derivatives||Foundation||Half Day||Details|
|Introduction to Investment Management||Foundation||1 Day||Details|
|Swaps and LDI Workshop||Foundation||Half Day||Details|
|Practical Portfolio Management – Asset Allocation and Overcoming Behavioural Biases||1 or 2 day||Details|