Who should attend
Fiduciaries from both defined benefit and defined contribution plans who represent various industries, sizes and geographic areas (United States and Canada), including
- Multiemployer and public plan trustees
- Administrators and staff
- Corporate officers and executives
- Finance personnel
- Investment professionals.
About the course
The Advanced Investments Management program is a 3½-day intensive program that emphasizes our commitment to setting the highest quality standards in investment management education. This thorough and rigorous program is designed to build upon what is learned in the Portfolio Concepts and Management program or participants’ existing knowledge base and experience. The program is for individuals who have a solid grasp of investment management fundamentals and seek to learn more.
- Introduction and Performance Analysis
- Advanced Bond Management
- Advanced Asset Allocation
- Evaluation of Managers
- Real Estate in a Pension Fund Portfolio
- Alternative Investments: A Discussion and Overview of Hedge Funds
- International Investing
- Pension Fund Valuation in the New World of Risk
- Investment Policy
This program is for those who have a solid grasp of investment management fundamentals and seek to learn more or have taken the Portfolio Concepts and Management program and are looking for the “next step.” It is assumed participants will already understand the basic principles of portfolio theory, performance evaluation and risk/return.
While there are no formal prerequisites for this program, those without prior knowledge of fundamental investment theory will most likely find this program too advanced and are encouraged to register for the Portfolio Concepts and Management program.
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.