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Portfolio Management |
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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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Master of Applied Finance degree
by Macquarie University Applied Finance Centre
Programme Synopsis |
Macquarie Applied Finance Centre was established in 1980, and our Masters program is now the largest applied finance postgraduate degree in the world. With more than 1200 students enrolled in 2009, it is widely recognised as the industry leader in postgraduate financial education. Our Master of Applied Finance Singapore program has been taught for over 17 years. Our local partner is the School of Financial Services and Risk Management of Singapore Human Resources Institute (SHRI).
Students who complete specific unit requirements (set out below) in their Masters study, are eligible for FICS accreditation. |
Unique features |
The course structure and program content have been designed to ensure you learn how finance works in the real world, not just theory. The program is portable across all our teaching locations in Australia and overseas and allows you to specialise in areas such as funds management, risk management, corporate finance and instruments and valuation. We are a program partner of the Chartered Financial Analyst (CFA) Institute and an accredited degree program with the Professional Risk Managers' International Association (PRMIA). The Masters degree is also a qualifying post-graduate program under the Monetary Authority of Singapore's Finance Scholarship Program. |
Trainer(s) |
Our teaching staff have advanced academic qualifications as well as many years senior practical experience in the finance industry. |
Programme Details |
Duration: 2 years part-time
Intake: January each year
Unit Requirements: Investments, Financial Risk Management, Applied Portfolio Management, Risk and Portfolio Construction.
Class schedule: Lectures are held on evenings and weekends. Refer http://www.mafc.mq.edu.au/structure/_asp/timetables/timetables_centre.asp for detailed timetables
Venue: SHRI - 141 Market St, #12-00 , International Factors Building Singapore 048944 |
Programme Fees |
Fees: Approximately S$28,640^ before funding
Approximately S$22,640^ after funding
^ unit fees are subject to change annually |
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? |
Our program is ideal for students who are working in the financial services industry and who want to deepen their knowledge of applied finance. Our applied finance program is internationally recognised as one of the most rigorous and professional postgraduate courses available.
Entry requirements: Undergraduate degree plus a minimum of two years' relevant work experience |
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SMU FICS Training: Fund Management Foundation Programme (IV)
by Financial Training Institute @ SMU
Programme Synopsis |
The SMU FICS Training: Fund Management Foundation Programme (IV) is an introductory programme focusing on the basic fundamentals of the fund management industry, key asset classes and investment products.
The curriculum looks at principles of fund management, overview of the investment process, roles of key players in the investment industry, job functions in the fund management value chain and industry practices. |
Unique features |
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Practical and essential knowledge, calculation and valuation methodology will be taught in lectures. Exercises and class discussions are included to reinforce the technical knowledge and application.
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Trainer(s) |
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The team of trainers comprises veteran fund management professionals with extensive experience in portfolio management, marketing, operations, investment, research and advisory.
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Programme Details |
Programme duration: 1 month
2nd intake: 5 Jan – 4 Feb 2010
Class schedule: Every Tues and Thu evenings
Venue: Singapore Management University campus |
Programme Fees |
Gross: S$3,000
Net of 90% funding: S$300 ^
^ Fees exclude GST. Terms and conditions apply. |
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? |
New entrants in the fund management industry, research assistants, junior analysts, associates. Non- finance graduates and working professionals seeking to learn more about the investment industry and asset classes may be admitted on a case by case basis. Minimum of bachelor's degree required. |
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SMU FICS Training: Portfolio Construction and Management (IV)
by Financial Training Institute @ SMU
Programme Synopsis |
The SMU FICS Training: Portfolio Construction & Management (IV) aims to provide participants with the essential competencies in model portfolio construction, portfolio management, review and rebalancing.
The curriculum focuses on the practical aspects in investment research, portfolio construction and management, and development of investment strategies according to clients’ investment objectives and guidelines. |
Unique features |
Exercises and role play are used to reinforce the technical knowledge and application of competency skills. Participants are also guided on the construction of different portfolios according to investment mandates from clients, to provide participants with hands-on experience in the job function. |
Trainer(s) |
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Our trainers are senior investments professionals with experience across the fund management value chain, specializing in financial advisory, research and investment.
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Programme Details |
Programme duration: 1 month
2nd intake: 13 Mar – 17 Apr 2010
Class schedule: Classes held on Saturdays
Venue: Singapore Management University Campus |
Programme Fees |
Gross: S$4,500
Net of 90% funding: S$450 ^
^ Fees exclude GST. Terms and conditions apply. |
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? |
Investment analysts, assistants to fund managers, trading desk personnel, performance analysts, business development and marketing professionals, plan sponsors. Minimum bachelor's degree required with at least 1-2 years of relevant investment or banking experience. |
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