Introduction
Never before have financial issues been so often being the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.
This course is designed specifically for non-financial personnel; this intensive Training course educates and informs delegates of the key financial analysis markets/products/risks and hazards.
Training Course Objectives of Investment Management & Analysis
The training course provides delegates with the tools required to find better answers to questions such as:
Training Course Methodology of Investment Management & Analysis
Using a combination of lectures and individual exercises with practical applications, the delegates will gain both theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result, delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.
Organizational Impact of Investment Management & Analysis
This training course provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a prerequisite for financial analysis. Delegates will return to the organization with great exposure to the power of Excel.
Personal Impact of Investment Management & Analysis
Delegates will acquire detailed knowledge about the trading, pricing, and risk management associated with a variety of financial products. The practical and real-world approach will provide delegates with a “tool-box” to bring back to the organization to assist in the analysis of financing, treasury, and risk management decisions
Training Course Outlines of Investment Management & Analysis
DAY 1
An Introduction to the Financial Markets
An Introduction to the Equity Markets:
An Introduction to Bond Markets
An Introduction to the FX Market
DAY 2
An Introduction to Portfolio Theory
DAY 3 AND 4
Derivatives Use in Investment Management
An Introduction to the Derivatives Market
The Cost of carrying Model
Using Options to provide portfolio insurance
Using Futures to provide portfolio insurance
Using futures to change a portfolio “beta”
Spread trading:
Option trading strategies.
DAY 5
Bond Portfolio Management
DAY 6
Fundamental and Technical Analysis
DAY 7
Performance measurement and benchmarking
DAY 8
Active vs. passive investing
DAY 9
Risk-adjusted return measures
DAY 10
Performance evaluation: Style analysis and performance attribution