Covering the entire spectrum of the fund management process, learn how specified investment goals for the benefit of the investors are met by the fund management industry

Gain in these 3 days a thorough theoretical and practical overview of the investment management process, by learning. the principles of the investment philosophy. Learn to set financial targets, understand the global risk, the markets, risk tolerance, the research needed, asset allocation techniques, portfolio and performance measurement. Learn: 

• The different fund types and fund characteristics
• The asset classes and associated risk
• Modern portfolio theory
• Comparative fund types and structures
• Understanding benchmarks, mandates, investment objectives and constraints
• Fund management styles
• Performance and performance measurement
• The fund documentation

Course format

Practice-based learning and critical engagement is a key theme through all our courses allowing delegates to acquire the needed skills and techniques to be applied as soon as they are learned and developed.

A discussion forum is available allowing delegates to exchange ideas, reflect on learned issues or raise questions in between training dates. All course resources are available online, including audio and video material from industry experts.

• Portfolio managers and investment professionals seeking a complete view of the investment management process.
• Analysts and associates in asset management who want stronger portfolio construction skills.
• Wealth managers and private bankers advising clients on strategy and asset allocation.
• Pension fund, insurance, and institutional investment professionals managing long-term capital.
• Treasury and finance managers responsible for surplus cash or investment portfolios.
• Risk professionals who need deeper insight into portfolio, market, and asset-class risks.
• Family office professionals evaluating mandates, benchmarks, and manager performance.
• Consultants supporting investment strategy, governance, or manager selection projects.
• Entrepreneurs and business owners managing private wealth or corporate investments.
• Professionals who want practical expertise in markets, asset allocation, performance, and rebalancing.

09:00 – 10:15 | Investing Philosophy:

• The Time Value of Money
• Investment Philosophy
• Risk and Return

10:15 – 10:30 | Coffee Break

10:30 – 12:00 | Setting Financial Objectives:

• The corporate and WACC
• The private individual
• The Asset Management Industry
• The Time Horizon and Expected Return
• Strategic Fit with the Market Environment
• Risk Tolerance

12:00 – 13:00 | Lunch Break

13:00 – 14:45 | Markets and Efficiency:

• The Different Types of Markets
• Equity Market
• Fixed Income and Money Market
• Foreign Exchange
• Derivatives
• Commodities
• Real Estate
• Funds and Hedge Funds
• Private Equity

14:45 – 15:00 | Coffee Break

15:00 – 17:00 | Market Theory:

• Perfect Markets Theory
• Efficient Market Theory (EMH)
• Agency Theory
• Signaling Theory
• Portfolio Theory

09:00 – 10:30 | Global Risk and Financial Drivers:

• Sovereign and Emerging
• Central Banking
• Economy
• Systemic Risk
• Regulation
• Corporate Governance
• Supranational
• Foreign Direct Investment

10:30 – 10:45 | Coffee Break

10:45 – 12:00 | Other Global Risk Drivers:

• Science, Technology, Energy Security, Natural Resources and Hazards, Climate Change
• Terrorism and conflicts, Societal Risk, Supply Chain Risk

12:00 – 13:00 | Lunch Break

13:00 – 14:15 | Market Outlook:

• A framework for Developing Capital Market expectations
• Determine The Market Outlook
• Market Expected Returns and Benchmarks

14:15 – 14:30 | Coffee Break

14:30 – 17:00 | Asset Allocation:

• Asset Allocation
• Strategic versus Tactical Asset Allocation
• Return objectives and Strategic Asset Allocation
• The selection of Asset Classes
• The Steps in Asset Allocation
• Optimisation
• Implementing Strategic Asset Allocations
• Tactical Asset Allocation

09:00 – 10:30 | Fixed Income Portfolio Management:

• Framework for Fixed-Income Portfolio Management
• Managing against a Bond Market Index
• Managing Against Liabilities
• International Bond Investing

10:30 – 10:45 | Coffee Break

10:45 – 12:00 | Equity Portfolio Management:

• Approaches to Equity Investment
• Passive Equity Investing
• Active Equity Investing
• Equity research and security selection

12:00 – 13:00 | Lunch Break

13:00 – 14:15 | Risk Management:

• Risk Management and Governance
• Risk Management Framework
• Identifying Risks
• Identifying Risks by Asset Class
• Measuring Risk
• Managing Risk

14:15 – 14:30 | Coffee Break

14:30 – 15:30 | Execution of Portfolio Decisions:

• The Context of Trading
• The Cost of Trading
• Types of Trades and Order Types
• Trade Execution, Decision and Tactics

15:30 – 16:30 | Performance and Rebalancing:

• Monitoring the Portfolio
• Rebalancing the Portfolio
• Performance Evaluation
• Performance Measurement
• Benchmarks
• Performance Attribution

16:30 – 17:00 | Global Investment Performance Standards (GIPS):

• Background to GIPS
• Provisions of the GIPS Standard

• “A highly valuable programme with an excellent balance of theory and practical portfolio management tools. I can apply the concepts immediately.” – Daniel R., Investment Analyst
• “Clear, engaging and very comprehensive. The sections on asset allocation and risk management were especially useful for my role.” – Sophie M., Wealth Manager
• “An outstanding course for anyone wanting a stronger understanding of global markets and investment strategy. Highly recommended.” – Thomas L., Portfolio Associate