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Introduction to Investment Management
by 7city Learning Asia Pacific
Programme Synopsis |
This course provides a comprehensive, non-mathematical introduction to the key elements of investment management. It is readily accessible to a wide range of delegates who need to know more about this global industry's function, structure, motivations and methodology. Learning Outcomes
• Understand what institutional investors are and how they operate
• Identify the characteristics of the principal asset classes
• Identify and distinguish between the principal investment products
• Understand the importance of establishing investor preferences
• Understand the basic principals of portfolio construction
• Distinguish between active and passive portfolio strategies and styles
• Differentiate between equity and fixed income management styles
• Understand the interaction between institutional investors and brokers/investment banks |
Unique features |
- Case Study
- Exploring the Efficient Frontier
- Broking to the ‘Buy-Side'
- A day in the life of an equity portfolio manager
- Simulation
- Class Discussion
- Issues facing asset managers
- Exercises
- Matching clients with products
- Jargon buster, decoding the language of a bond investor
Post-course
- Course Evaluation
- Certificate of attendance
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Trainer(s) |
Neil Govier
Neil is the head of the Singapore faculty. He has taught extensively in Europe, North America, the Middle East and Asia . He now lives in Singapore. As a qualified Chartered Accountant and CFA Charterholder, Neil's expertise and teaching experience covers a wide range of subjects. He teaches all three levels of the CFA Institute exams and teaches product courses ranging from an Introduction to Capital Markets through to Advanced Derivatives. Outside the classroom Neil is also experienced in course design and has worked closely with many clients to tailor-make both structure and content.
Sean Ring
Sean began his career in the financial services industry in 1994 as an intern at Merrill Lynch before completing a degree in Business Administration from Villanova University , Pennsylvania . Subsequently, he worked as a Senior Billing Representative at Paine Webber Services, Inc. and as a Financial Analyst for Corporate Global Equity Derivatives at Lehman Brothers, responsible for hedge, swap and cash reconciliations of all equity swap books. Sean joined Credit Suisse First Boston International in 1998 as a Trader Operations Specialist where he acquired vast product knowledge of fixed income and equity OTC derivatives, and risk awareness of the operations process. Having transferred to the London office of Credit Suisse, he moved to a role as Front Office Business Support, dealing with fixed income and equity futures, FX, Eurobonds, European government bonds and US corporate bonds. Before joining 7city, Sean became Vice President, Listed Derivatives Execution Broker and Sales Coverage responsible for coverage of clients with technical trading programs. Sean has a Masters in Finance from the London Business School , is FSA registered for Securities and Futures & Options, and is Eurex, LIFFE and OMX registered. |
Programme Details |
• Duration: 2 Days
• Level: Introductory
• Prerequisites: None
Introducing the Investment Manager
- What is investment management?
- Industry development, ownership and structure
- Industry drivers
- Current trends and themes
The Investment Management Process
- Establishing investor objectives
- Investment return profile
- Risk tolerances and investment constraints
- Portfolio construction and risk management
- Portfolio monitoring and administration
- Performance evaluation – measurement and attribution
Principals of Portfolio Construction
- Strategic asset allocation - definition and formulation
- Principal asset characteristics - expected return and volatility (risk)
- Typical strategic weightings and a stylised investment cycle
- Tactical asset allocation
- The concept of correlation
- Diversification and the Efficient Frontier
Key Players in the Investment Decision Process
- The asset allocation committee
- The Trustee Board & consulting actuaries
- The portfolio manager & the 'buy-side' analyst
- The centralised dealing desk
Managing an Equity Portfolio
- Active equity investment strategies – motivations and characteristics
- Styles: growth, income, value, technical etc.
- Passive equity investment
- Strategies – motivations and characteristics
- Methods: replication, sampling, optimisation and synthetic
- Hedge funds: a different active strategy
Managing a Fixed Income Portfolio
- Active fixed income investment strategies – motivations and characteristics
- Passive fixed income investment strategies – motivations and characteristics
Investment Products – An Overview
- Pension funds – defined benefit and contribution
- Collective Investment Schemes – Mutual Funds, Unit Trusts & OEICS
- Exchange-Traded Funds (ETF's)
- Hedge Funds – the new investors
- Private client wealth management
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Programme Fees |
- Public Run
- Before Funding: SGD 1795 (Before GST)
- After Funding: SGD 179.50 (Before GST)
- In-house Run
Training Date
- Public Run on 24-25 September 2009 at 112 Robinson Road, #03-03, S(068902)
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Scope of Accreditation |
The programme is
accredited
under Job Role IV. A person in this role would have the following job responsibilities: • Responsible for performing a limited specialist and support role in portfolio management function.
• Possesses some personal accountability and decision-making authority.
• Operates in an environment which is largely non-routine, unpredictable and complex.
For more information on the accreditation details, please click here
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Who should attend? |
Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today's markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry. |
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