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A Masterclass in Investment Management

Five days of intensive training

21 - 25 September 2020

Central London

Agenda Summary (access the full agenda to A Masterclass in Investment Management here)

  • Introducing the Investment Markets & Investment Fundamentals
  • Sources of Investment Return Drivers
  • Understanding Investment Statistics
  • Investment Performance Measurement
  • Economic Impact on the Financial Markets
  • Drivers of Global Bond Returns
  • Equity Valuation & Stock Selection
  • Style Bets in the Markets
  • Equity Market Analysis
  • Equity Portfolio Construction Methods
  • Derivatives & Investment Management
  • Traditional & New Paradigms in Asset Allocation
  • The Process of Tactical Asset Allocation
  • Understanding Investment Risk
  • Multifactor Models & Investment Risk
  • Risk Management Concerns on Global Liability Driven Investors
  • The Risk Budgeting ProcesWhere the Industry is Heading: New Trends in Investment Management
  • Hedge Fund Strategies Overview
  • The Other Alternative Assets – The Commodity Markets
  • Real Estate & Real Assets
  • Private Equity
  • Obtaining Alternative Investment Exposure
  • The Major Trends in the Investment Management Industry


Case Studies, Discussion Sessions and Exercises

  • Great stock bond market collapses: 2009 and 2011
  • 2015 and historical equity level indications and mini crash August 24th
  • European CDO markets in 2015
  • The bond market meltdown of 2008/9 and the bond market rally of 2011
  • Dissecting a 130/30 equity investment strategy 2014
  • Asset allocation exercise using a mean variance optimiser
  • Where institutional investors are going with their asset allocation
  • Reviewing the top institutional global investment performance: The endowment style asset allocation
  • Indicating future investment risk - running a multifactor model on an intermediate term bond fund
  • Outsourcing alternative exposure - Due diligence and manager monitoring of external manager