Introduction to Investment Management

Short course

In London and New York (USA)

£ 725 + VAT

Description

  • Type

    Short course

  • Level

    Beginner

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

London
See map

Start date

On request
New York (USA)
See map

Start date

On request

Start date

On request

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.

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Reviews

Subjects

  • Investment Management
  • Principal asset classes
  • Principal investment products

Teachers and trainers (1)

TBC TBC

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

£ 725 + VAT