Investment markets briefing

Investment Education Plc

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Description

  • Type

    Course

  • Start date

    Different dates available

Overview
Distressed Debt
Futures Primer
Theory & Practice of Asset Allocation
Mutual Fund Selection & Assessment
Economics of the Real World: The Investment Effects
ADRs: A Complete Review
Bonds & Fixed Income Markets
Swaps Overview
CDOs Overview (Collateralised Debt Obligations)
Managing Private Clients in Difficult Markets
Options Primer
Fixed Income Portfolio Construction
Accounting & Controls for Derivatives Users
Syndications Overview
Securitisation Overview
Valuation, Trading & Hedging Futures & Options
Les Options
Les Contrats a Terme (Futures)
Credit Derivatives Overview
Structured Products
Short Term Interest Rate Derivatives
Bond Derivatives
Energy Markets & Derivatives
Traded Life Policy Investments
How The Financial Markets Really Work
Financial Risk Management Overview
Collateral Management
Covered Bonds
Understanding Financial Trading
Leveraged Loans
Behavioural Finance & Investment Implications
Swaps Overview
Investment Markets Briefing



Designed for:
Executives and personnel working in or with stockmarket and portfolio investments, who lack specialist knowledge and want a general but thorough grounding as to how these markets and investments work.
All the major world investment markets and instruments are covered in a clear, comprehensive and stimulating manner using presentations, videos, discussions and exercises etc.


Example Delegates

Fund Management support staff and administrators
Pension Fund Trustees and Managers
Institutional Sales and Fund Marketing executives
Lawyers (CPD credit available)
Investment Marketing & Sales
IT and Systems executives
Trainee Fund Managers
Brokers and Custodians
Compliance Officers
Accountants and Actuaries
HR, Personnel and Recruitment Managers
Prior knowledge is not assumed but delegates should have at least three months exposure to the securities industry but no specific role or knowledge is assumed.

Facilities

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Start date

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Subjects

  • Risk
  • Personnel
  • Trading
  • Market
  • Swaps
  • Options
  • Fixed Income
  • Investment
  • Credit
  • Construction
  • Marketing
  • Sales
  • Financial
  • Systems
  • IT risk
  • Financial Training
  • Derivatives
  • Construction Training
  • Sales Training

Course programme

Content
The Economic Background to Investment Markets
Successful investment requires an understanding of economic influences. In a painless way this section examines the main economic factors and shows what they are and how they work.

Example topics: Growth. Causes of inflation. Unemployment. Why currencies change in value. Inflation. Money supply - what and why. International trade. Productivity. Current issues and developments.

Stockmarket Background and Equity Analysis
Investment principles. Fund Management organisation.Types of analysis and uses. Major equity parameters: Dividend yields, Cover. PE ratios. Market forces. Sector Selection. Common Investment Strategies. The importance of gearing. Company Analysis. Warning signs. Modelling.
Fixed Interest Markets and Bonds
Definitions and terms. Types of bonds and their uses and disadvantages. Corporate and sovereign debt. Bond valuations and yields. Yield curves. Yield curve exploitation. Pricing factors and how bonds change in value. Selecting the right bond. How bonds relate to equities. Bond portfolios. Bond grading systems and their uses.

World Stockmarkets
Why invest abroad? Structure of world stockmarkets. Relative valuations. Risk and returns. Market correlation and its use. Factors in assessing foreign markets. Review of the main markets. Liquidity considerations.

Futures and Options - A Complete Outline
Definitions. Types of Futures and Options. Market specifications. Puts and Calls. Time and intrinsic values. Margin and Settlement outline. Graphical pricing of Profit and Loss. Uses for protection, asset allocation, cash management. Strategies and strategy selection.

Institutional Investment and Portfolio Construction
How different institutions invest and why. Actual Investment returns and implications. Introduction to portfolio theory and the results. Fund management issues and risks. Portfolio approaches. Bottom up v Top down. Scenario development. Asset allocation. Benchmark importance. Playing the business/economic cycle. Defining the needs of clients.
Portfolio Construction exercise, reviewed by a practising Fund Manager.






Todays Date: 8 September 2017
Duration 3 days

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Investment markets briefing

Price on request

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