Fundamentals of Investment Management Course
Accounting, Finance and Budgeting Training

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Fundamentals of Investment Management Course
Course Overview:
The course titled Fundamentals of Investment Management is targeted at professionals in the investment management domain, as it seeks to build the participants’ core knowledge of the basic investment management concepts, asset classes, and performance measures.
Participants will, by the end of the course, appreciate the functions of various client categories in the industry, the investment management cycles and processes, and investment instruments which include equities, bonds and the emerging alternate assets more specifically variants of private equity investment.
Learners delve into topics including active investment management compared to passive investing and the associated risk-return conceptual framework and modern portfolio theory as well.
The course provides a detailed discussion about modern industry practices such as hedge funds, private equity, and real estate and commodity-oriented alternative investments.
Such practical considerations make it an appropriate course for analysts and other investment professionals but also fund managers, those who hold portfolios or are responsible for compliance, who have a desire to expand their knowledge of investment management.
Course Objectives:
At the end of this Fundamentals of Investment Management training course, you will able to:
- 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?
This Fundamentals of Investment Management training course is ideally suited to
- Investment professionals wishing to gain practical and theoretical knowledge in the field of investment management.
- 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
Course Outlines:
Investment Management Fundamentals
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.
- Introducing the Investment Markets and Investment Fundamentals
- Sources of Investment Return Drivers
- Understanding Investments Statistics
- Investment Performance Measurement
- Economic Impact on the Financial Markets
- 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)
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
- Equity Valuation and Stock Selection
- Style Bets in the Markets
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
- Introducing the Investment Markets and Investment Fundamentals
- Sources of Investment Return Drivers
- Understanding Investments Statistics
- Investment Performance Measurement
- Economic Impact on the Financial Markets
Risk and Return
Clients are buying risk and return from the investment management industry.
- Introducing the Investment Markets and Investment Fundamentals
- Sources of Investment Return Drivers
- Understanding Investments Statistics
- Investment Performance Measurement
- Economic Impact on the Financial Markets
- Modern portfolio theory
- Assessing portfolio performance
- Measurement of risk and return (Sharpe ratio- Information ratio)
- Investment products
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
see more: Fundamentals of Private Equity: Financing, Investing, and Value Creation Course