Fundamentals of Investment Management Public Course Level: Introductory Duration: 1 Day CPD points: 8 Overview The course starts by placing the professional investment management role within the broader financial services industry. Key clients are discussed and the services they require from investment management firms are isolated. The process of investment management is studied using a case study before the course turns to the asset classes and instrument that are used to construct investment portfolios. Risk and return, along with common industry measures of each, are the final technical topic of the day. During the final session, participants experience the role of the investment management professional during a simulation, where they invest client money against a backdrop of a changing macroeconomic climate. Key Learning Outcomes • • • • • Why Choose Fitch Learning? Instructors Our instructors are experienced professionals and will provide you with easily digestible content, using knowledge learned from many years in the industry. Case studies Discuss core client groups of the investment management industry Describe the investment management process Detail relevant asset classes for investment Define performance metrics of investment funds Confidently communicate the definition of technical words and phrases found within the investment management industry Who Should Attend Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry. “The course had a great pace, the subjects were made interesting, and it was delivered in an easy to understand way.” You will work through current, region specific case studies taken from real companies so you can apply what you are being taught as soon as you get back to the office. Interactive All of our courses are highly interactive with no more than 16 participants. The discursive style of training helps you develop confidence in your future decisions and analysis. CPD recognized We are a corporate member of CPD and all our courses are CPD recognized. Eight CPD points are rewarded per course day. Shona Storar, Fidelity CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Email: enquiry@fitchlearning.com Web: fitchlearning.com Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489 Course Content DAY ONE • Investment products Investment Management Fundamentals Investment Simulation In this section the role played by investment managers within the financial markets is covered. The spotlight on clients and their needs allows participants to place the markets in context. • What are the financial markets and why do they exist? • The major players and the role of the investment banks: Investors & borrowers • Key investor clients within financial markets • Institutional investors • Pension Funds • Insurance Companies • Sovereign Wealth Funds Participants experience the role of active fund manager. Participants are split in groups and have 100m of client money to invest over three periods. They are given macroeconomic and market information and asked to invest using a small number of equity and bond securities. Performance of each group is assessed after each period. Bespoke Investment Management Process Solutions offered to key clients and the style of asset management are discussed. • 9 stages in the investment management process • Client investment objectives • Active vs. passive investment • Benchmarks Asset Classes for Investment Language and jargon of the major asset classes are covered, at a fundamental level. • Features of equity • Features of bonds: Government & corporate • Features of foreign exchange Risk and Return Clients are buying risk and return from the investment management industry. • Modern portfolio theory • Assessing portfolio performance • Measurement of risk and return: Sharpe ratio & information ratio Copyright Notice: The copyright and all other intellectual property rights in these materials are, and shall continue to be, owned by Fitch Learning or its affiliates or licensors, as applicable, whether adapted, written for or customised for the recipient. These materials may not be reproduced or used, in whole or in part, for any purpose other than the training provided and may not be furnished to any persons or companies other than those to whom copies have been made available by Fitch Learning. This notice shall apply in respect of all materials provided by Fitch Learning in relation to any training provided by Fitch Learning. This notice may not be removed from these materials or any other such materials. CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Email: enquiry@fitchlearning.com Web: fitchlearning.com Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489 Registration Form Participant Details First Name: Last Name: Direct Telephone No.: Email: Company: Department: Designation: Company Fax No.: Company Type: Company Telephone No.: Company Address: Dietary Requirements: Course Details Course Name: Course Location: Course Date: Billing Details – if blank we will use above Payment Option: Credit Card Cheque First Name: Last Name: Job Title: Department: Email Address: Direct Telephone No.: Bank Transfer Terms and Conditions Summary Cancellations and transfers can be made free of charge with 30+ days written notice. Notification must be made in writing and receipt must be acknowledged by Fitch Learning. Participants who do not attend or give less than 30 days’ notice of cancellation are liable for the full course fee and no refunds can be given. A substitute can be sent at no additional charge but we will require notice 2 working days before the course. Should a participant wish to attend the next course date, providing the course fee has been paid in full, we will only invoice for 25% of that course fee. Only one transfer can be made in respect of any booking. Invoice and Payment: Invoice will be sent, via email, to the billing contact within 3 working days of receiving the completed registration form. We require payment within 30 days or before course attendance, whichever is sooner. To discuss payment with a member of the Accounts team please call + 44 (0)845 072 7620. Please return this form to enquiry@fitchlearning.com I accept the above terms and conditions of the registration. Signed: Date: CONTACT US: Europe: Tel. +44 (0) 20 7496 8401 US: Tel. +1 888 203 1804 Email: enquiry@fitchlearning.com Web: fitchlearning.com Asia: Tel. +65 6327 1581 Dubai: Tel. +971 800 72489
