The Mechanics of Investment Management

IFF Training

IFF Training

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About the course

Study at your own pace, with no need to travel or miss work

Improve your technical and theoretical investment management knowledge with this accredited distance learning course

Course Structure

The course takes place over 16 weeks and compromises eight core units. The units will be released every two weeks from the start of the course. Download the units or study completely online.

Syllabus modules

Unit 1 - Current themes in institutional investment management

Unit 1 looks at asset classes commonly used by institutional investors, and compares their relative performance, risk, investment drivers and cyclicality. It introduces the use of investment statistics, return series, distribution analysis, correlations and performance ratios and discusses the recent evolution of portfolio management theory, behavioural finance, and other theoretical approaches to investment management

Unit 2 - Stock markets & equity investing

Unit 2 examines stock market performance in light of historical and current market conditions and analyses the drivers of the stock market and single company stock returns, earnings, sector, market capitalisation and style factors which influence security prices. It offers the opportunity to model the future earnings of a company and value that company by using typical security analysis tools and techniques

Unit 3 - Fixed income portfolios and the art of lending

Unit 3 sets out the different approaches investors use when investing in fixed income and understand their relative merits and differences. It classifies different fixed income securities, understand the return profiles and different risk profiles and correlations that each security may have under different market conditions and examine some of the risk management tools actively used in fixed income investment

Unit 4 - Introducing derivatives

Unit 4 explores the growth of the derivatives markets, instruments used and trading methodologies and provides a framework for the valuing of derivatives instruments and understanding the risk and return drivers involved. It examines in detail some of the derivatives disasters and how institutional investors can properly risk manage their derivatives exposure

Unit 5 - Modern asset allocation strategies

Unit 5 explores the working of an asset allocation optimisation program; the inputs, correlations and expected outcomes of the asset allocation modelling process. It allows particpants to design an asset allocation project suitable for their own organisation

Unit 6 - Risk management of the institutional portfolio

Unit 6 analyses the use of current risk measurement and risk management systems and their uses by institutional investors and explores some of the market shocks. It evaluates how risk management systems have helped institutional investors cope with market behaviour

Unit 7 - Exploration of alternative assets: hedge funds, private equity and real estate

Unit 7 covers the investment process, portfolio construction and risk and return drivers of various hedge fund strategies. It explores the investment styles of private equity funds, liquidity, investment horizon, LBOs and MBOs as well as venture capital. It analyses the risk and return profile of an institutional investor’s property portfolio and formulate a plan on how to manage this portfolio actively

Unit 8 - Liquidity, asset allocation, risk, alternative investments and fiduciary responsibility

Unit 8 assesses the effectiveness of the investment strategy of the majority of institutional investors. It allows participants to formulate a view on to how the financial markets are creating change in the institutional investment industry and how investors should be positioning themselves

Experts

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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The Mechanics of Investment Management at IFF Training

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