Redcliffe Training Associates

Asset Management

Redcliffe Training Associates

£ 2001-3000
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Important information

Typology Training
Methodology Inhouse
Duration 2 Days
Start Different dates available
  • Training
  • Inhouse
  • Duration:
    2 Days
  • Start:
    Different dates available

This two day course provides participants with detailed tuition on all of the major activities within asset management.

Some of these topics include the process of investing and the impact of macro-economic parameters. Participants will learn about risk, diversification and leverage and will also discover the impact of interest rates and inflation on long term asset management. Risk and return, efficient portfolios and alternative pricing models will all be discussed.

This course will also cover the impact of portfolio theory on the investment process and the use of bonds, stocks and derivatives in portfolio management. Options, futures, forwards and spreads will all be discussed, as well.

Theoretical knowledge will be combined with practical exercises and participants will get the chance to do some hands-on work to reinforce all that is being learned.

These lectures will be combined with group sessions and at the end of this course, participants will have a thorough understanding of the financial markets and of the process of investing.

Important information

Government funding available

Facilities (1)
Where and when
Starts Location
Different dates available
Starts Different dates available

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What you'll learn on the course

Asset Management
Behavioral Finance
Institutional Investors
Kondratieff Cycle
Risk Management
Delta Hedging
Bond Strategies
Binominal Valuation

Teachers and trainers (1)

Former Practitioner
Former Practitioner
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Course programme

Course Content:

The process of investing

Ø Introduction

Ø History

o Period 1900-1950 : first research

o Period 1950-1975 : portfolio theory

o Period 1975-2000 : development of behavioural finance

Ø Types of investors

o Private investors

o Institutional investors

Ø Risk, diversification and leverage

o Diversification

o Leverage

Ø The process of investing: an overview

Impact of macro economic parameters on asset management

Ø Introduction

Ø Anticipation on changes of the macro-economic parameters

o Long time horizon

o Kondratieff cycle

Ø Impact of interest rates and inflation on long term asset management

Ø Impact of macro-economic data on investment decisions

Impact of the portfolio theory on the investment process

Ø Price on the financial markets

o Risk and return

o Effects of diversification

o Efficient portfolios

Ø The Capital Asset Pricing Model (CAPM)

o Basic form of CAPM

o Different types of risk

o Market portfolio

Ø Alternative models for pricing

o The international CAPM

o CAPM with limited liquidity

o Empirical Models

Ø Pitfalls in the asset management theory

o Rationality of the markets

o Perfection of the markets

o Efficiency of the markets

o Positioning of Behavioural Finance

Interest bearing instruments as part of the investment process

Ø Structuring Time

o Deterministic models

o Stochastic models

Ø The price of a bond

o Geometrical average of expected return

o Mathematical average of expected return

o Yield to maturity

Ø Parameters of interest rate risk

o Interest rate risk

o Duration of a bond

o Modified duration of a bond

o Key rate duration of a bond

o Convexity of a bond

o M square as a indicator of diversification

o Modified Horizon Duration

Ø Bond strategies

Stocks as part of the investment process

Ø Stocks as investment category

o Long term investment result

o Equity premium puzzle

Ø Pricing of stocks based upon fundamental analysis

o Price-to-book and Price/earnings ratio

o Parameters needed to create return

o Parameters needed to create growth

o Sector and/or geographical comparison

o Dividend discount models

Ø Technical analysis

o Chart reading

o Relative strength, momentum end other indicators

o Statistical technical analysis

Ø Valuation of stocks : modern portfolio approach

Options and other derivative instruments

Ø Forwards, futures and options

o Forwards

o Futures

o Options

Ø Binominal valuation of options

Ø Risk management

o Strategies to hedge market risk

o Delta Hedging

o Gamma and theta hedging

o Option spread strategies

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