Investment Strategy

Workshop Overview

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.

Learning Objectives

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.

Course Outline

  1. Bonds, stocks and other financial securities
  2. Security markets
  3. The past: return, risk and risk premium - definitions, measurements and the historical record
  4. The future: return, risk, risk aversion, risk premium and asset prices
  5. Risk reduction by diversification
  6. Interest rates and bond valuation
  7. Bonds: analysis and management
  8. Common stocks: valuation
  9. Common stocks: selection
  10. Market and industry analysis
  11. Forward and futures contracts
  12. Options: basic concepts and strategies
  13. Risk and return: the linear relationships and the capital asset pricing model
  14. International investment
  15. Efficient markets: theory and evidence
  16. Investment companies and mutual funds

Course Duration

20-24 hours


 Workshop Format

50% Theoretical/Discussions and 50% Practical with case studies and practical exercises.

Intended Audience

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..

Click Here to Apply