Investment Management Training

• Manage your portfolio in accordance with international performance presentation standards
• Apply performance measurement in multi-currency portfolios
• Determine accurate benchmarks in practical attribution analysis
• Translate your returns into profitable investment strategies

Managing fixed income portfolios has never been more complex. This means that portfolio managers need to utilise a much wider range of skills than they may have done in the past in order to achieve results. In addition to understanding the interest rate and currency bets inherent in a global fixed income portfolio, you now need to grasp the intricacies of credit spread risks. You now must monitor the trade-off between risk and return by integrating their bond, derivative and currency strategies across developed and emerging markets. The sheer size of the investable universe of securities, and the growing number of indices used to measure performance, have also created unprecedented management challenges.

• Different types of fund management and investment styles
• Various investment products and their respective markets
• Asset allocation within the investment decision making process
• Benchmarking and risk control
• Investment performance measurement and verification

• The knowledge of the roles and responsibilities of prime brokers, custodians, fund administrators and fund managers
• The risk characteristics and structure of hedge funds
• The advantages and disadvantages of investing in hedge funds
• A clear understanding of the different hedge fund strategies
• The regulation of hedge funds including accounting and reporting requirements, tax considerations, legal issues and documentation
• The latest developments in the hedge fund industry

• The distinguishing features and core principles central to Islamic investment and finance
• The key role of Islamic law and how Sharia boards make their decisions
• How to understand the distinctive asset classes and their role within modern financial markets
• The practicalities of Salam and its derivative Istisna’a
• The development and intricacies of Islamic Retail and wholesale banking
• The impacts on wealth management and private banking

• The latest methodologies to enhance your accuracy in measuring your investment returns
• Attribution analysis enabling you to interpret the contribution of stock selection and asset allocation to ensure you meet your fund's objectives
• The confidence of being prepared for the EURO and the Globalisation of Standards (GIPS)

The course covers issues of profound importance, including topics such as: 

• The impact of illiquidity and how it can cause under-estimation of risk 
• The operational issues that have and will continue to lead to hedge fund blow-ups 
• How to management complex investment risks in hedge funds 
• Why traditional tools used to measure investment risks won’t work when applied to hedge funds 
• Why a robust approach to risk due diligence needs to be a prime focus 
• How to understand some of the complex new financial instruments actively traded by hedge funds 

…. and many other key topics – see detailed course programme for in-depth information.

This is an intermediate-level course developed to meet the needs of investment professionals who wish to broaden their knowledge of hedge funds. This course will therefore be beneficial to Hedge Fund Managers, Investment Managers, Investment Analysts, Fund Managers, Portfolio Managers, Asset Managers, Pension Fund Managers, Private Bankers and Sales Staff.

Multi-Asset Class techniques and strategies are being hailed as the future of investment management worldwide. Pioneered by such legendary institutions as the Yale Endowment in North America, these new ideas are slowly but gradually crossing the Atlantic and have now been publicly espoused by all the leading consultancy firms. They are already being put into practice by the most innovative of Europe’s pension funds. Exposing the illogicality and misunderstandings which proliferate in traditional finance thinking, Multi-Asset Class strategy looks set to revolutionise the investment world in perhaps the same way as Einstein’s theory of relativity did for science.

• You will get to grips with the practicalities of cutting edge investment management methodologies
• The residential nature of the course enables you to cover numerous highly-focused case-studies with a particular emphasis on the practical applications
• Taught by the world’s leading investment management practitioners, it will provide you with the chance to learn directly from the experts
• It is tailored specifically to your needs. The intensive programme and case studies will focus on the industries and sectors that YOU choose
• It will provide you with the perfect balance between theory and practice, ensuring you return to work with all the tools you need to be an outstanding success