Introduction to Investment Management
Short course
In London and New York (USA)
Description
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Type
Short course
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Level
Beginner
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Location
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Duration
1 Day
This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.
Specifically, participants will be able to:
Understand what institutional investors are and how they operate
Identify the characteristics of the principal asset classes
Identify and distinguish between the principal investment products
Understand the importance of establishing investor preferences
Understand the basic principles of portfolio construction
Distinguish between active and passive portfolio strategies and styles
Differentiate between equity and fixed income management styles
Understand the interaction between institutional investors and brokers/investment banks
Facilities
Location
Start date
Start date
Start date
Start date
About this course
Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.
Reviews
Subjects
- Investment Management
- Principal asset classes
- Principal investment products
Teachers and trainers (1)
TBC TBC
TBC
Course programme
This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.
Specifically, participants will be able to:
- Understand what institutional investors are and how they operate
- Identify the characteristics of the principal asset classes
- Identify and distinguish between the principal investment products
- Understand the importance of establishing investor preferences
- Understand the basic principles of portfolio construction
- Distinguish between active and passive portfolio strategies and styles
- Differentiate between equity and fixed income management styles
- Understand the interaction between institutional investors and brokers/investment banks
Introduction to Investment Management