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A Masterclass in Investment Management

Five days of intensive training

30 September - 4 October 2019

Central London

This is a complete look at the global markets and asset classes commonly used by institutional investors, their relative performance, risks, investment drivers and cyclicality. During this five-day course, you will:

  • Analyse the drivers of the stock market and their influence on pricing
  • Evaluate different approaches to equity portfolio management
  • Formulate a plan on how best to position a fixed income portfolio of an institutional investor in light of current market conditions
  • Study the various hedging techniques/portfolio construction techniques which the growth of the derivatives markets have made available
  • Explore tactical asset allocation, core and satellite approaches, portable alpha strategies, as well as asset allocation overlay programmes
  • Analyse market shocks and assess the relative effectiveness of a conventional risk management function
  • Synthesise the risk management function and asset allocation function into a firm-wide portfolio management view

Download the Masterclass in Investment Management brochure

Over five days, you'll explore every aspect of investment management. It's a very practical course with workshops and case studies and you are encouraged to try out all that you learn.

A discussion on the effects of current political uncertainty in Europe and the US on the financial markets focuses on the significance of Brexit and Trump.

Course programme at a glance

DAY ONE

  • Introducing the investment markets and investment fundamentals
  • Sources of investment return drivers
  • Understanding investment statistics
  • Investment performance measurement
  • Economic Impact on the Financial markets

DAY TWO

  • Drivers of global bond returns
  • Equity valuation and stock selection
  • Equity style bets in the markets
  • Equity market analysis
  • Equity portfolio construction methods

DAY THREE

  • Derivatives and investment management
  • Traditional and new paradigms in asset allocation
  • The process of tactical asset allocation

DAY FOUR

  • Understanding investment risk
  • Risk management concerns on global liability driven investors
  • The risk budgeting process

DAY FIVE

  • Where the industry is heading
  • Hedge fund strategies overview
  • The other alternative assets – the commodity markets
  • Real estate and real assets
  • Private equity
  • Obtaining alternative investment exposure
  • The major trends in the investment management industry

John E. Dunn III

John is an International Institutional Investment Advisor. He began his career in the investment banking & asset management field and worked in a variety of world class banks including Nomura, Citicorp, Vickers da Costa, Barclays & UBS. He has worked in financial centres globally including Tokyo, New York & Geneva.

The course costs £4999 + VAT = £5998.80
Book for: 30 September-4 October 2019 & 20-24 April 2020


Watch trainer John Dunn introduce the Masterclass in Investment Management.

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IFF is the learning partner of FundForum, the world's leading events for investment management professionals.

Find out more about FundForum International.

"Good introduction to a very broad subject. There were quite a few practical examples of situations for us to explore in order to understand better"

Edikan Ray Osho, 

Investment Analyst

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