The course takes place over 16 weeks and compromises eight core units. The units will be released every two weeks from the start of the course. Download the units or study completely online.
At the end of each unit there is an assessment that will allow you to benchmark your growth in knowledge and understanding. For those wishing to receive a Post Graduate Certificate from Middlesex University, an additional marked assignment of 5000 words will also need to be submitted.
Unit 1 looks at asset classes commonly used by institutional investors, and compares their relative performance, risk, investment drivers and cyclicality. It introduces the use of investment statistics, return series, distribution analysis, correlations and performance ratios and discusses the recent evolution of portfolio management theory, behavioural finance, and other theoretical approaches to investment management
Unit 2 examines stock market performance in light of historical and current market conditions and analyses the drivers of the stock market and single company stock returns, earnings, sector, market capitalisation and style factors which influence security prices. It offers the opportunity to model the future earnings of a company and value that company by using typical security analysis tools and techniques
Unit 3 sets out the different approaches investors use when investing in fixed income and understand their relative merits and differences. It classifies different fixed income securities, understand the return profiles and different risk profiles and correlations that each security may have under different market conditions and examine some of the risk management tools actively used in fixed income investment
Unit 4 explores the growth of the derivatives markets, instruments used and trading methodologies and provides a framework for the valuing of derivatives instruments and understanding the risk and return drivers involved. It examines in detail some of the derivatives disasters
and how institutional investors can properly risk manage their derivatives exposure
Unit 5 explores the working of an asset allocation optimisation program; the inputs, correlations and expected outcomes of the asset allocation modelling process. It allows particpants to design an asset allocation project suitable for their own organisation
Unit 6 analyses the use of current risk measurement and risk management systems and their uses by institutional investors and explores some of the market shocks. It evaluates how risk management systems have helped institutional investors cope with market behaviour
Unit 7 covers the investment process, portfolio construction and risk and return drivers of various hedge fund strategies. It explores the investment styles of private equity funds, liquidity, investment horizon, LBOs and MBOs as well as venture capital. It analyses the risk and return profile of an institutional investor’s property portfolio and formulate a plan on how to manage this portfolio actively
Unit 8 assesses the effectiveness of the investment strategy of the majority of institutional investors. It allows participants to formulate a view on to how the financial markets are creating change in the institutional investment industry and how investors should be positioning themselves
You have a unique opportunity to choose a validated option for this course and receive a Post Graduate Certificate on completion. This programme is quality assured by Middlesex University and you will receive a Middlesex award on successful completion. However, if the validated option isn’t important to you there is still the opportunity to take the standard course.
Start Dates: June, September and November 2020
Duration: 16 weeks, delivered by Distance Learning
Course Faculty: John Dunn III, International Institutional Investment Advisor
Certification: Post Graduate Certification (optional)
Validated by Middlesex University
Well structured and well supported
With the flexibility of learning in your own time and environment, you can be part of a broad range of people who will benefit from studying this course. Whether you are new to the investment management or perhaps you have experience in some aspects of the sector, but want to expand your knowledge to give you a much more detailed and holistic understanding of the wider playing field, this course has a huge amount to offer.
We can tailor this course and its delivery to match your requirements. Whether it is a complete distance learning course or blended learning, we will ensure that our dedicated team and professional trainers will produce and deliver the perfect training programme.
Don't delay your application. Our online application form securely accepts payment by credit card in either £ or €, or we will invoice you or your employer for payment by bank transfer.