This course is designed to provide you with an understanding of the investment theories used to implement the investment process. Throughout this course, you will be exposed to a range of considerations in managing investment portfolios supporting particular liabilities and goals. After completing this course, you should be able to define, design, monitor and modify an overall investment strategy given a client's objectives and constraints. You should also be able to communicate results to the client.
By the end of this course, you will be able to:
- Develop an investment policy statement (IPS),
- Design an investment strategy,
- Monitor and modify an investment strategy,
- Communicate results to the client and
- Apply all skills and knowledge to a practical scenario.
- Bonds, stocks and other financial securities
- Security markets
- The past: return, risk and risk premium - definitions, measurements and the historical record
- The future: return, risk, risk aversion, risk premium and asset prices
- Risk reduction by diversification
- Interest rates and bond valuation
- Bonds: analysis and management
- Common stocks: valuation
- Common stocks: selection
- Market and industry analysis
- Forward and futures contracts
- Options: basic concepts and strategies
- Risk and return: the linear relationships and the capital asset pricing model
- International investment
- Efficient markets: theory and evidence
- Investment companies and mutual funds
50% Theoretical/Discussions and 50% Practical with case studies and practical exercises.
The workshop is intended for all professionals practicing, studying and interested in Investments including: Investment Managers,Finance Managers, Accountants, Fund Managers, Senior Management, and other..