A Masterclass in Investment Management

IFF Training

IFF Training


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About the course

Why Take This Course

This is a complete look at the global markets and asset classes commonly used by institutional investors, their relative performance, risks, investment drivers and cyclicality. During this five-day course, you will:

  • Analyse the drivers of the stock market and their influence on pricing
  • Evaluate different approaches to equity portfolio management
  • Formulate a plan on how best to position a fixed income portfolio of an institutional investor in light of current market conditions
  • Study the various hedging techniques/portfolio construction techniques which the growth of the derivatives markets have made available
  • Explore tactical asset allocation, core and satellite approaches, portable alpha strategies, as well as asset allocation overlay programmes
  • Analyse market shocks and assess the relative effectiveness of a conventional risk management function
  • Synthesise the risk management function and asset allocation function into a firm-wide portfolio management view

What You Will Learn

Over five days, you'll explore every aspect of investment management. It's a very practical course with workshops and case studies and you are encouraged to try out all that you learn.

A discussion on the effects of current political uncertainty in Europe and the US on the financial markets focuses on the significance of Brexit and Trump.

Course programme at a glance


  • Introducing the investment markets and investment fundamentals
  • Sources of investment return drivers
  • Understanding investment statistics
  • Investment performance measurement
  • Economic Impact on the Financial markets


  • Drivers of global bond returns
  • Equity valuation and stock selection
  • Equity style bets in the markets
  • Equity market analysis
  • Equity portfolio construction methods


  • Derivatives and investment management
  • Traditional and new paradigms in asset allocation
  • The process of tactical asset allocation


  • Understanding investment risk
  • Risk management concerns on global liability driven investors
  • The risk budgeting process


  • Where the industry is heading
  • Hedge fund strategies overview
  • The other alternative assets – the commodity markets
  • Real estate and real assets
  • Private equity
  • Obtaining alternative investment exposure
  • The major trends in the investment management industry

Agenda Summary

  • Introducing the Investment Markets & Investment Fundamentals
  • Sources of Investment Return Drivers
  • Understanding Investment Statistics
  • Investment Performance Measurement
  • Economic Impact on the Financial Markets
  • Drivers of Global Bond Returns
  • Equity Valuation & Stock Selection
  • Style Bets in the Markets
  • Equity Market Analysis
  • Equity Portfolio Construction Methods
  • Derivatives & Investment Management
  • Traditional & New Paradigms in Asset Allocation
  • The Process of Tactical Asset Allocation
  • Understanding Investment Risk
  • Multifactor Models & Investment Risk
  • Risk Management Concerns on Global Liability Driven Investors
  • The Risk Budgeting ProcesWhere the Industry is Heading: New Trends in Investment Management
  • Hedge Fund Strategies Overview
  • The Other Alternative Assets – The Commodity Markets
  • Real Estate & Real Assets
  • Private Equity
  • Obtaining Alternative Investment Exposure
  • The Major Trends in the Investment Management Industry

Case Studies, Discussion Sessions and Exercises

  • Great stock bond market collapses: 2009 and 2011
  • 2015 and historical equity level indications and mini crash August 24th
  • European CDO markets in 2015
  • The bond market meltdown of 2008/9 and the bond market rally of 2011
  • Dissecting a 130/30 equity investment strategy 2014
  • Asset allocation exercise using a mean variance optimiser
  • Where institutional investors are going with their asset allocation
  • Reviewing the top institutional global investment performance: The endowment style asset allocation
  • Indicating future investment risk - running a multifactor model on an intermediate term bond fund
  • Outsourcing alternative exposure - Due diligence and manager monitoring of external manager


John E. Dunn III

John E. Dunn, III, BA, MA, MA, is an international Institutional Investment Advisor living and working in Geneva, Switzerland. Having begun his career in the international investment banking and asset management field in the early 1980s, he worked in a variety of world class banks including Nomur...

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A Masterclass in Investment Management at IFF Training

From  5999 GBP$7,798

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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